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.
Making an Impact in Challenging Times: A Profile of Donor Advised Funds' Giving
By Michael S. FischerFidelity 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 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.
May 30, 2013
Smaller Foundations’ Endowments, Giving Increased Sharply in 2012U.S. private foundations with less than $50 million in assets increased their grantmaking by 9.2% last year, according to a new report from Foundation Source.
May 28, 2013
Moving Toward HarmonyProbing the mind of Olivia Mellan, a pioneer on the psychology of money, and how advisors can use her insights with clients.
May 28, 2013
When Doing Good Is BadFinancial enabling is a problem that manyif not mostfinancial advisors often help their clients deal with.
May 28, 2013
Becoming Fluent in Client NegotiationExperts advise on how advisors can take talking with clients to the next level.
May 28, 2013
Foundation Trends on Giving Beam a Ray of Hope to Marginalized GroupsNonprofits and communities in need are benefiting from philanthropic giving trends, but whether these trends will persist is an open question.