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.
Smaller Foundations’ Endowments, Giving Increased Sharply in 2012
By Michael S. FischerU.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
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.
May 23, 2013
Program-Related Investing Has Yet to Attract FoundationsProgram-related investments can help foundations achieve their charitable goals while generating financial returns, but U.S. foundations have been slow to adopt their use.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
May 16, 2013
IRS Scandal Has Charities Worrying About ‘Collateral Damage’Charitable nonprofits worry that investigations revving up in Washington over the IRS' targeting of conservative groups will further delay applications for tax-exempt status and impede their activities.
May 07, 2013
The cost of critical illness would probably crush your financesNine out of 10 Americans are not financially prepared for a critical illness diagnosis within their family.
May 06, 2013
Advisor Group Unveils Initiative to Help Women Advisors Grow Their PracticeThe AIG-owned Advisor Group is putting its power behind an initiative to help women advisors grow their business in an admittedly "male-dominated industry."