Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
U.S. Foundations Gave $51B in 2012
By Michael S. FischerU.S. private and community foundations grantmaking in 2012 reached an estimated $50.9 billion, according to the Foundation Centers new annual study.
September 30, 2013
Private Foundation Assets Rebound From RecessionPrivate foundation endowments returned an average of 12% in 2012, according to a new study by the Council on Foundations and Commonfund Institute.
September 26, 2013
LPL Lands Retirement Plan Deal With New York LifeThis comes on the heels of the broker-dealers news of a similar program with Vanguard in August.
September 26, 2013
Head Start, Meals on Wheels Among Programs Bruised by Budget ImpasseAutomatic spending cuts are starting to pinch nonprofits, and this could worsen unless Congress and the White House conclude a deal to reduce the deficit.
September 26, 2013
Do you suffer from the imposter syndrome?Dont fretyou can learn to walk the talk.
September 24, 2013
Donors Should Coordinate Efforts to Better Fight Global Poverty: Forbes Insight StudyA problem as huge as global poverty can be addressed only by systemic change rather that specific projects, a Forbes Insight study says.
September 23, 2013
Does Your Client Want to Divest From Fossil Fuels?Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
September 19, 2013
The charity metrics that really matterWant to make your client's donation go further? Evaluate charities using these measures.