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.
OppenheimerFunds to End Donor Advised Fund Program
By Michael S. FischerOppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firms chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.
October 01, 2011
How to preserve your 'full faith and credit'As I write this column, the news is full of dire articles about the impending U.S. default on its loan obligations.
September 30, 2011
How to preserve your 'full faith and credit'As I write this column, the news is full of dire articles about the impending U.S. default on its loan obligations.
September 29, 2011
Favorite 10 Philanthropists: Carnegie, Oprah, Aguilera & MoreAndrew Carnegie kicked off the idea of the rich elite giving back; so AdvisorOne humbly highlights 10 peopleof the many to highlightwho used their wealth to help others.
September 22, 2011
Fidelity Charitable Introduces Enhanced Investment Options for DAF AccountsFidelity Charitable, the largest donor-advised-fund provider in the U.S., on Tuesday rolled out a new investment offering that features seven diversified asset allocation pools.
September 20, 2011
States’ Budget Woes Cut Hole in Nonprofits, Foundation Center FindsThe thousands of U.S. nonprofit organizations that depend on state government grants for at least part of their funding are being hurt by cuts to public services many states are making in order to balance their budgets.
September 14, 2011
Rep. Barney Frank: President Should Appoint Fed LeadersThe top Democrat on the House Financial Services Committee is pushing to limit the voting rights of regional Fed presidents on central bank interest rate decisions.
September 14, 2011
What’s Behind the U.S. Suing Big Banks Over Mortgage-Backed Securities?More bank stock declines and less lending could be in store as financial institutions face another massive round of lawsuits. The Federal Housing Finance Agency sued 17 banks on Sept. 2, alleging that the financial institutions committed securities violations in the lead-up to the recent financial crisis.