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 support a charitable organization, part 1
By Brooks BrownAs business executives, we are approached on a regular basis by non-profit organizations who are seeking financial assistance. How do you handle all of these requests?
June 27, 2011
Fidelity Boosts Philanthropic Resources for Family OfficesFidelity Family Office Services in an alliance with Foundation Source is expanding the resources available for philanthropic planning for family offices.
June 24, 2011
The 5 secrets to successful askingThere are five secrets to great asking that can guarantee you results, however big or small. If you ever find yourself hitting brick walls and coming up short in responses, come back to these five tips:
June 24, 2011
How to Lose a Charitable Deduction: The IRS SpeaksA simple, yet unforgivable, mistake could cost your clients their charitable deductions. What to do and what not to do.
June 21, 2011
Boost for Charities? Vanguard Drops Costs of Donor-Advised AccountsTo make more money available for philanthropic giving, investment costs for Vanguard Charitable’s 7,700 donor-advised accounts are dropping.
June 20, 2011
Charitable Giving in U.S. Edged Up to $291B in 2010Total charitable contributions from American individuals, corporations and foundations grew by 3.8% in 2010 in current dollars and 2.1% in inflation-adjusted dollars, according to estimates released Monday by Giving USA Foundation and its research partner, the Center on Philanthropy at Indiana University.
June 17, 2011
One Advisor's Advice to His Peers: Reach Out to Those in NeedJoshua Gottfried's firm charges clients a $195, one-time fee to set them on a course toward proper financial planning.
June 16, 2011
Private Stock Finding Its Way Into Donor Advised Funds, Says Fidelity’s Valas‘Complex’ assets, especially C- and S-Corp shares, can be particularly valuable when gifted to DAFs