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.
Two-Thirds Plan to Slash Charitable Giving: Study
By Michael S. FischerU.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 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.
August 16, 2011
California Denies Property Tax Relief to Many NonprofitsCalifornia nonprofit organizations in increasing numbers are being denied property tax exemptions, The New York Times reported Monday.
August 12, 2011
Foundations, Nonprofits Fret Over Downgrade Ripple EffectsHow the recent Standard & Poors downgrade of the credit rating for long-term U.S. debt will affect foundations and nonprofit organizations is unclear, according to an Aug. 9 report in The NonProfit Times.
August 11, 2011
IRA Owners on Brokerage Chopping BlockIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
August 01, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.