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.
LinkedIn Group Aids Advisors With Charity Planning
By Michael S. FischerFidelity Charitable on Tuesday introduced a LinkedIn group as a resource for professional advisors involved in charitable planning.
April 10, 2012
U.S. Charities Saw Increased Contributions in 2011Last year, for the first time since 2007, more than half of nonprofits experienced an increase in charitable receipts, according to a new report by the Nonprofit Research Collaborative.
April 05, 2012
Most Affluent Investors Give Less Than $2,500 a Year to Charity: SurveyTwo-thirds of affluent U.S. households typically donate less than $2,500 in cash each year to one or more charitable groups, according to survey results released by Phoenix Marketing International.
April 03, 2012
Forget Meredith Whitney, as Muni Lawyer Predicts New Bankruptcy WaveMeredith Whitney was taken to task last year after predicting significant muni defaults, but public finance lawyer Dubrow says he can see a wave of Chapter 9 bankruptcies coming.
March 27, 2012
FDIC Unveils Proposed Rule Implementing Contract Enforcement Section of Dodd-Frank ActThe rule would implement 12 U.S.C. section 5390(c)(16), which permits the FDIC, as a receiver for a financial company whose failure pose a significant risk to the U.S. economys financial stability to enforce contracts of subsidiaries or affiliates of the covered financial institution.
March 26, 2012
How to Be a Values Wealth Manager for Your Women ClientsTo demonstrate your value to your female clients, you should have an ongoing conversation on your clients' values, reflecting them in your investing and approach and multigenerational planning.
March 23, 2012
Tax Planning Tips to Maximize Charitable Giving’s ImpactAfter 25 years in practice, Susan Colpitts feels its too early to have any idea what the tax environment might be like in 2013, and offers some advice to protect clients.
March 22, 2012
Foundation Salaries Rose in 2011, Report SaysIndependent and family foundations reported higher median CEO salaries than public and community foundations.