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.
Warren's CFPB to Combine Mortgage Disclosure Forms
By Melanie WaddellThe CFPB announced Wednesday that it would combine two federally required mortgage disclosures into a “single, simpler form that makes the costs and risks of the loan clear” and allowed consumers to comparison shop for the best offer.
May 09, 2011
Why Should Wealthy Parents Get Teens Involved in Giving?‘Lower substance abuse and pregnancy rates,’ for one thing; ‘correlation between philanthropy and maintaining wealth,’ for another, says Julie Williams Lytle.
May 06, 2011
Arabella Advisors Buys Blueprint, Expanding Philanthropic Services to West CoastArabella Advisors, a national philanthropy services firm, has acquired San Francisco-based Blueprint Research + Design Inc., giving it a West Coast presence in addition to its offices in New York, Chicago and Washington, the firm said in an announcement on Wednesday.
May 01, 2011
Life After Wall StreetThe “Me Generation” could be aging into the “Benevolent Generation” — at least evidenced by the humanitarian second acts…
April 29, 2011
Buffett, Gates’ Giving Pledge Gains 10 More FamiliesTen more of America's wealthiest families took the Giving Pledge, begun by Warren Buffett and Bill and Melinda Gates last June. The latest signatories, announced Thursday, brought the total to 69.
April 29, 2011
Kim Wright-Violich to Leave Schwab Charitable June 30As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.
April 29, 2011
Calvert Equity Portfolio’s England Finds Value in Socially Responsible StocksRichard England, who sub-advises the $1.7 billion Calvert Equity Portfolio (CSIEX), talks about how his stock picks match the firm's social responsibility criteria.
April 29, 2011
Kim Wright-Violich to Leave Schwab Charitable June 30As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.