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.
Impact Investing Picks Up Support Among Investors
By Michael S. FischerA majority of impact investors, who seek to create positive social or environmental impact beyond financial return, are optimistic about the impact investing industry, according to a new study.
December 22, 2011
Philanthropy Focus: Page Snow on Private Foundation FundraisingPrivate foundations that actively raise funds are usually thought to need extra money. Now, this notion is being turned on its head, according to Page Eberstadt Snow of Foundation Source, the private foundation outsourcing firm.
December 21, 2011
Top 10 Christmas Movie VillainsChristmas is a time of giving and love. But for movies (and real life) the truth is that without a villain (or at least a gaggle of relatives with irritating habits) we would never know just how joyful the season can be at times.
December 21, 2011
Philanthropy Focus: 10 Creative Ways to Use Your Private FoundationBerit Ashla, a San Francisco-based philanthropic director of Foundation Source, the private foundation outsource company, lists options available to unleash the most bang out of your foundation's dollars.
December 19, 2011
Year-End Giving Tips, Compliments of the IRSAs individuals and businesses rush to make charitable contributions at this busy time of year, the IRS has issued several tips as reminders of tax law provisions that have taken effect in recent years.
December 15, 2011
Wealthy Women Chief Decision Makers About Charitable GivingWomen are different from men in many respects, not least in their influence over charitable giving decisions, according to the Bank of America Merrill Lynch 2011 Study of High Net Worth Women's Philanthropy, released Monday.
December 14, 2011
Big Opportunity in Small 403(b) PlansAaron Friedman, national nonprofit practice leader for the Principal Financial Group, says it is the smaller plans that have not refined their investment lineups or matched the level of participant education where advisors can add the most value.
December 13, 2011
Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; InvestingAt Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.