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.
Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors
By Olivia MellanAdopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
November 16, 2012
Charities Bring in Bucks With Simple Touches, Survey FindsA Nonprofit Research Collaborative study found that simple things, like saying thank you and staying in touch, meant a lot to increasing donations.
November 15, 2012
Schwab Names 3 RIA Firms as Impact Award Winners for 2012Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.
November 15, 2012
BMO report reveals rise in charitable giving among CanadiansThe number of Canadians giving to charitable causes and the amounts they are giving are on the rise, according to new research.
November 14, 2012
Fidelity Charitable Offers 4 Strategies for Giving in Fluid Tax EnvironmentLast week, Fidelity Charitable rolled out an online Giving & Taxes Center to help philanthropists find the best approaches to funding giving plans now and in the future.
November 12, 2012
4 ways to engage your clientsThe client-advisor relationship is a lot like dating.
November 08, 2012
IRS Speeds New Charity Exemptions for Hurricane ReliefThe Treasury Department and the IRS on Wednesday announced an expedited review and approval process for organizations requesting tax-exempt status in order to assist people affected by Hurricane Sandy.
November 06, 2012
Wealthy Donors Increasingly Manage Giving Through Family Offices: StudyFamilies are leveraging the strengths of philanthropy and the family office for greater effect in the community and more satisfaction for themselves, the National Center for Family Philanthropy found.