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.
California Denies Property Tax Relief to Many Nonprofits
By Michael S. FischerCalifornia nonprofit organizations in increasing numbers are being denied property tax exemptions, The New York Times reported Monday.
August 01, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
August 01, 2011
Many Top Foundations Pay Board MembersAt a time when nonprofits are struggling to raise money from government and private sources, the practice of some private foundations to compensate trustees is drawing scrutiny.
July 31, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
July 22, 2011
Fidelity Charitable’s Contributions, Grants Set RecordsFidelity Charitable, the largest provider of DAFs in the U.S., on Wednesday reported a record-breaking 30% increase in contributions for the first half of 2011.
July 21, 2011
MetLife on Bank Regs: Enough is EnoughMetLife Inc. says it is giving up on the idea of trying to continue offering banking services in the current regulatory environment.
July 21, 2011
MetLife on Bank Regs: Enough is EnoughMetLife Inc. says it is giving up on the idea of trying to continue offering banking services in the current regulatory environment.
July 19, 2011
World Regulators Eye Status of InsurersThe Financial Stability Board is still trying to decide just where insurers should fit in rules meant to address systemic and moral hazard risks at systemically important financial institutions.