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.
LGBTQ Groups Received $771M in U.S. Foundation Grants Over 40 Years
By Michael S. FischerIn 2010, 318 organizations donated $97 million in support of LGBTQ issues and organizations, the report said.
February 21, 2012
Dynasty Financial Continues to Expand With Break-Away AIFDynasty Financial Partners announced that UBS Wealth Services Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
February 06, 2012
4 Key Predictions for Charitable Giving in 2012Growth in giving will increase this year, though at a slower pace than in 2011, but where will it come from and where will it go?
February 03, 2012
TD Ameritrade Puts Actions Behind Its Patriotic WordsAt annual conference, TDAI pays for supplies for 2,000 Red Cross kits for wounded soldiers and homeless vets. Advisors pitch in.
February 02, 2012
Crowdfunding Enters the Charitable Giving Tool KitNonprofit organizations and other charitable groups focused on worthy causes are always on the lookout for new ways to raise funds. Crowdfunding, an offshoot of crowdsourcing, is gaining traction as a tool for nonprofits and philanthropists.
February 02, 2012
DOL Releases Long-Awaited 401(k) Fee Disclosure RuleLabors Employee Benefits Security Administration said Thursday it would extend the compliance deadline of rule 408(b)(2) to July 1.
January 31, 2012
Who Will Regulate the Regulators?Why did U.S. regulators fail to react to the alarming increases in leverage at financial institutions, or the shift of trillions of dollars of assets from banks balance sheets that were packaged into complex securities? Three former regulators propose a solution to what ails our regulatory system.
January 27, 2012
Vanguard Charitable Reports Banner Year for ContributionsVanguard Charitable Endowment Program enjoyed record growth in contributions last year, thanks to foundation and corporate cash gifts that increased above historical patterns, according to a statement released Wednesday.