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.
Tight Years Toughened Grant Makers, Survey Finds
By Michael S. FischerIn the past three years, grant makers have actually maintained or increased funding in general operations and capacity building, while multi-year support fell.
March 08, 2012
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.
March 08, 2012
Pensions: $1 Trillion Economic ImpactPensions do more than protect older Americans after they retire; they have a distinct and significant impact on the U.S economy and play a role in job creation, according to the National Institute on Retirement Security.
March 06, 2012
HighTower’s Continuing Success Suggests a New Model for Independent AdviceHTs open architecture approach not only provides its advisors with better access to products and services, but also promotes competition among clearing firms.
March 01, 2012
The Client. The Client. The Client.The last words of General of the Army Douglas MacArthurs farewell speech at West Point went like this: when I cross the river, my last conscious thoughts will be of the Corps, the Corps, the Corps.
March 01, 2012
Midsize Nonprofits Fall Short in Financial Knowledge: New StudyGaps in financial knowledge exist among professionals at midsize nonprofits, with serious implications for those organizations and the donors who place their trust in them, according to a new study by the Center on Philanthropy at Indiana University.
February 27, 2012
Wharton Professor Gives Advisory Model Radical MakeoverVeritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.
February 24, 2012
LGBTQ Groups Received $771M in U.S. Foundation Grants Over 40 YearsIn 2010, 318 organizations donated $97 million in support of LGBTQ issues and organizations, the report said.