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: Maximize Client Charitable Giving, Pt. 2—Growth and Grants
By Marlene Y. SatterFidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.
December 01, 2011
Fidelity Charitable Announces New Advisor PlatformGivingCentral allows advisors to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online.
December 01, 2011
Philanthropy Focus: A Special Report in the Season of GivingA month-long focus on charitable giving explores how advisors can help focus their clients philanthropy while building their businesses.
November 29, 2011
Philanthropy Focus: Grant-Making Expert Challenges Baby Boomers’ Charitable IntentA recent study from Civic Ventures indicated that significant numbers of baby boomers are intent on starting their own nonprofit organizations or socially oriented enterprises over the next decade.
November 28, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & VehiclesIn this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client'sand their charity'sgoals.
November 23, 2011
2011 Advisor Hall of FameWelcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
November 22, 2011
Philanthropy Focus: Expert Offers Tips to Make Year-End Giving CountNPTs Eileen Heisman tells AdvsorOne how to make philanthropy smart and strategic and not done just to beat the Dec. 31 deadline for tax purposes.
November 21, 2011
Financial Crisis Takes Toll on Social Justice Giving: Foundation CenterThe global financial crisis has disproportionately affected grant makers who work on issues ranging from human rights to environmental justice, and their recovery remains in jeopardy, according to a new report released last week by Foundation Center.