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.
Charitable Giving Linked to Higher Stocks, Not Lower Taxes
By Gil WeinreichThe stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.
January 21, 2013
A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable RolloversWhile the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.
January 14, 2013
Nonprofit Employees Satisfied With Jobs, but Worry About RetirementMost nonprofit employees like their jobs, according to a new survey. But that doesnt mean these workers dont have complaints.
January 11, 2013
BofA’s Giving Record ‘Mediocre,’ Goldman’s Is ‘Miserly’: Charity WatchdogThe National Committee for Responsive Philanthropy has issued a highly critical report on the performance of the corporate foundations of Bank of America, Goldman Sachs, Wells Fargo and JPMorgan Chase.
January 09, 2013
Focus Financial Acquisition of Merriman Boosts Firm to $60 BillionFocus Financial Partners' acquisition of Merriman expands the large independent wealth management partnership's West Coast presence.
January 04, 2013
Buffett’s Gift Tops 13 Biggest Donations of 2012Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among Americas biggest philanthropists, according to a survey released by The Chronicle of Philanthropy.
January 04, 2013
Tax Law Leaves Charitable Deduction IntactBut the permanent extension of the Pease limitation on itemized deductions was met with less enthusiasm from charities.
December 31, 2012
On Year's Final Trading Day, Markets Calm Despite CliffEuropean, Asian indexes rise significantly for the year, with hopes remaining that some kind of deal still can be made in U.S.