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.
What Really Drives Giving? (It’s Not Tax Breaks)
By Michael S. FischerJust 25% of respondents to a new SEI survey considered tax benefits a major influence on their decision to donate.
March 19, 2013
Smaller Private Foundations Continue to Show Their MettleCharitable giving by small and midsize U.S. private foundations increased last year both in dollar value and relative to the size of foundation assets, a new report says.
March 08, 2013
New Tax Law, Said to Squelch Giving, Could Actually Boost ItAn analysis of the new law as part of the fiscal cliff deal finds that it has negligible effects on the tax incentive for charitable giving. In fact, it increases the incentive to give.
March 07, 2013
Client Engagement on the Rise: Advisor ImpactA new report from Advisor Impact found that nine out of 10 clients said the advice they received played an important or critical role in meeting their financial goals.
March 04, 2013
Forget about that cash bonusEmployees will most likely take cash, but a less-expensive gift still means more.
February 28, 2013
Michael Milken Probed by SEC for Guggenheim Ties: ReportIn breaking news seemingly from 1987, the SEC is allegedly investigating whether the former junk-bond king violated his lifetime ban from the securities industry by acting as an advisor to Guggenheim Partners.
February 27, 2013
Endowed Chair Recognizes Women’s Major Role in U.S. PhilanthropyA newly endowed chair at the Indiana University School of Philanthropy will focus research on womens role in giving, volunteering and leadership of philanthropic organizations.
February 25, 2013
Broken Trusts: The Man Who Married His Wife Six TimesManipulative parents, conditional love and hostile children create the conditions for incentive trusts that dont work, as the case of the six-marriage man makes clear.