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.
Smaller Private Foundations More Generous Than Larger Peers in 2011: Report
By Michael S. FischerThe general public tends to know a lot about the activities of the big foundationsMacArthur, Gates, Fordbecause most reporting focuses on the largest ones. But what about small to midsize private foundations?
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.
January 24, 2012
FSI Doubles FA Membership in One Year. Will They Stay?: FSI OneVoice 2012FSIs senior staff and leadership discussed the organizations strong growth rate, regulatory challenges faced by IBDs and the issues they face when attempting to bring quality, affordable financial advice to middle America.