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.
Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; Investing
By Marlene Y. SatterAt Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.
December 13, 2011
Philanthropy Focus: Schwab Charitable Reports 76% Jump in ContributionsSchwab donor advised funds Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.
December 12, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 2—EntrepreneursMichael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
December 12, 2011
Philanthropy Focus: DAFs Get a Nod From TreasuryA Treasury report of donor-advised funds finds that their payouts are not below average, but a powerful critic was not assuaged.
December 09, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's ImpactAscent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.
December 08, 2011
Philanthropy Focus: Page Snow on Advisors and 'Impact' InvestingIf you want wealthy clients, learn about a new trend of mission-related investments. Page Eberstadt Snow, Foundation Source's chief philanthropic officer, says private foundations are judging advisors by their expertise in this area.
December 07, 2011
Philanthropy Focus: What Your Clients (and You) Shouldn't DoPhilanthropy consultant Calvin Edwards on knowing your charitable giving limitations, and what clients shouldn't do.
December 06, 2011
Philanthropy Focus: What You and Your Clients Should DoPhilanthropy consultant Calvin Edwards suggests how advisors can best help clients achieve their charitable giving goals.