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.
July 17, 2012
GuideStar Premium Enhances Slicing and Dicing of Nonprofits’ DataGuideStar has enhanced its online GuideStar Premium tool to increase the ability of donors and their advisors to analyze nonprofits' financial information.
July 12, 2012
Atlantic Philanthropies Lays Out Strategy for 2016 Wind-DownAtlantics president, Christopher Oechsli, posted a letter to grantees on the foundations website this week, laying out some of the strategy for its final years.
July 10, 2012
Morgan Stanley’s Hull Brothers Break Away to Launch Startup Via DynastyThe Hull brothers created bluepoint in late June after leaving MSSB, where they had been institutional consulting directors with nearly $4 billion in assets at Graystone Consulting.
July 10, 2012
LIBOR Manipulation May Have Spanned DecadesReports of decades-long LIBOR manipulation surfaced and a survey of Wall Street executives showed that many believe that misconduct is not just acceptable behavior, but a key to success.
July 09, 2012
Wealthy Clients’ Motivation Misunderstood by AdvisorsAdd to the challenges facing wealth managers the possibility that they are misperceiving the motivations of their affluent clientele, new research from Scorpio Partnership finds.
July 06, 2012
For Romney, avoiding risk means obscuring his own positions (Boston Globe)Mitt Romney has been very specific about what he would do if he won the election in November, but hes not giving any details on how he would get any of it done.
July 05, 2012
Vanguard Charitable Adds Investment Pools for International ExposureDonor-advised fund accounts in the Vanguard Charitable Endowment Program can now gain international exposure through three new investment pools the provider introduced July 3.