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.
Top 10 Mega-Wealthy Donors in 2012
By Michael S. FischerThe donors on The Chronicle of Philanthropys 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
February 07, 2013
Nonprofit Fundraising Eked Out 2% Growth in 2012: BlackbaudBut online giving grew 11%, according to Blackbauds Charitable Giving Report.
February 07, 2013
Too soon for optimism on Europe’s financial crisisWhy does it seem like Europes worst economic days are behind it when nothing has been done to fix structural flaws?
February 04, 2013
Get your point across—with questionsAsk prospects questions in a way that demonstrates your knowledge.
January 29, 2013
Fidelity Charitable Sees Record Grants and Contributions in 2012Last years improved stock market and economic conditionsand an uncertain tax environmentmade donors feel more charitable.
January 29, 2013
Philanthropy Changes as Rising Generation of Donors EmergesThe next generation of high-net-worth donors will make philanthropy more impactful, more hands-on and more networked, according to a new study.
January 25, 2013
Client Views: Fear and Loathing in the Reception RoomIf its true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.
January 25, 2013
Charitable giving linked to stock performanceA U.S. Trust managing director says advisors should not shy away from discussing charity with clients.