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.
Wealthy Investors Skeptical of Companies’ Socially Responsible Claims
By Michael S. FischerAffluent investors tend to be skeptical of companies that proclaim they have a socially responsible strategy, wondering whether this is simply a public relations gimmick.
September 05, 2013
Google Finds Donors Start Researching Charities in Earnest in SeptemberAs the year-end giving season approaches, nonprofits may be well advised to rev up their online fundraising efforts in September rather than wait until Thanksgiving.
September 03, 2013
Top 10 Most Generous StatesA new study by The Chronicle of Philanthropy has found a huge divide in generosity across the country.
August 27, 2013
Atlas of Giving Raises Donation Forecast for Rest of YearYear-to-date donations are 8.5% ahead of last year, the Atlas says.
August 27, 2013
Helping the Middle Class Transform Their FinancesAfter going through his own personal bankruptcy, advisor Matt Sapaula now helps middle class clients get ahead in life.
August 20, 2013
Nonprofits Blast Church Group’s Call to Loosen Political Speech RulesThis actually contaminates our advocacy work, the head of Independent Sector said of the church commission's report calling for the change...
August 19, 2013
AMG Wealth Acquires Equity Stake in Clarfeld Financial AdvisorsPalm Beach-based AMG has acquired an equity interest in Clarfeld, based in New York and with a presence in London.
August 19, 2013
Two Top Charity Platforms UniteThe integration of Charting Impact into GuideStar provides a single platform for nonprofits put their data, and their stories, front and center.