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: 10 Creative Ways to Use Your Private Foundation
By Michael S. FischerBerit 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 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.
December 13, 2011
Philanthropy Focus: A Warning for Volunteer Board MembersWealth managers can play a key role in making sure their HNW clients' philanthropic activities don't come back to bite them.
December 13, 2011
Tax and Philanthropy Focus: Year-End Giving Made EasyLast minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.
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.