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.
How to Judge if a 9/11 Charity Is Worthwhile: BBB Tips
By Joyce HansonFor the 10th anniversary of 9/11, New York Citys Better Business Bureau is offering tips to assess charitable giving opportunities, especially ones that seem unfamiliar or whose names are similar to those of well-known charities.
August 30, 2011
How to Make Sure Your Disaster Relief Dollars Do the Most GoodAmericans are opening their pocketbooks to help the victims of Hurricane Irene. Fidelity Charitable has some tips to make sure your donations do the most good.
August 26, 2011
Two-Thirds Plan to Slash Charitable Giving: StudyU.S. charities can look forward to a cold winter as nearly 68% Americans say they will cut back on their giving in coming months, according to a study conducted in mid-August by Campbell Rinker on behalf of Dunham+Company.
August 19, 2011
Appeals Court Greenlights Charitable Formula ClauseThe 9th U.S. Circuit Court of Appeals recently upheld the validity of a charitable formula clause.
August 18, 2011
Two-Way Street: Gates Foundation Seeks Better CommunicationThe Bill & Melinda Gates Foundation is devising ways to improve communication with the recipients of its grants.
August 17, 2011
FPA Names Heart of Financial Planning Award Winners for Good WorksThe Financial Planning Association this month announced its 2011 Heart of Financial Planning Award winners, honoring people who give back to the community through their financial planning work.
August 16, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
August 16, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.