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.
Soros’ Open Society Foundations Offer Boost to New Nonprofit Execs
By Michael S. FischerNew leaders come in with innovative projects, but often face internal barriers and a lack of resources. The New Executives Fund will help them implement their ideas from the get-go.
June 14, 2013
What a Pretzel Entrepreneur, a Navy Widow and an Ex-Rep All Need From Their AdvisorsA consumer panel moderated by Barbara Roper at TDAI's fiduciary summit featured three situations requiring top-notch financial advice. Did the panelists receive it?
June 13, 2013
Do 401(k) plan sponsors give too much rope?A self-directed brokerage option gives 401(k) investors freedom, but is this decision to give employees unfettered choice really just no decision at all?
June 11, 2013
Making an Impact in Challenging Times: A Profile of Donor Advised Funds' GivingFidelity Charitable's comprehensive report on the giving patterns of donor-advised funds shows DAFs are seen as a ready reserve for giving in difficult economic times.
June 10, 2013
10 Worst Charities in AmericaA report says 50 charities paid $1 billion to for-profit donation solicitors and gave little in actual aid to their causes.
June 07, 2013
Philanthropy by Big Companies Rose During Slow RecoveryNoncash giving in particular has surged since 2007, according to a new report from the Committee Encouraging Corporate Philanthropy.
June 06, 2013
Noncompete agreements: Keep or break?Just because you can drive 125 miles per hour on the highway doesnt mean you should.
May 31, 2013
Olivia Mellan: The 2013 IA 25 Extended ProfileWe live, Olivia Mellan told us, in an adolescent society marked by a short-term orientation.