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.
Atlantic Philanthropies Lays Out Strategy for 2016 Wind-Down
By Michael S. FischerAtlantics 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 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.
July 05, 2012
Will 2013 See the Demise of Donor-Advised Funds?Charitable deductions are a hot topic in this years tax reform debates, but donor-advised funds have been singled out for potential elimination in 2013.
July 03, 2012
Real U.S. Job Creators Coming From Unexpected PlaceAs the United States faces the challenge of creating more employment nationwide, new jobs are coming from an unexpected place the 'positive-impact' sector, says a recent report from HIP Investor Inc.
June 29, 2012
Foundation and Operating Charity Investments Disappointed in 2011The nonprofit sector experienced negative investment returns in fiscal 2011 for the first time in three fiscal years, according to two companion studies by Commonfund Institute.
June 29, 2012
LPL, Baird Stage Major Volunteer ProjectsRaymond James plans a large community-focused effort for August.