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.
Is Risk Bad? The Advisor’s Job in Finding the Balance Point for Clients
By Geoff DaveyYes, protect clients from taking too much risk, but also ensure they can achieve their goals by taking appropriate risk.
June 06, 2011
Gates' Giving Pledge Goes Hollywood: Bieber, Kardashian Sign UpJustin Bieber, Kim Kardashian, Richard Gere, Denzel Washington and other 'Hollywood Pledge' stars have flocked to add their names to a charitable-giving pledge.
June 03, 2011
IRS Advisory Panel on Tax Exempt and Government Entities to Meet June 15The IRS’s Advisory Committee on Tax Exempt and Government Entities (ACT) will submit recommendations to IRS leadership at a June 15 public meeting.
June 01, 2011
Investing with StandardsDisasters like BP’s oil spill last year and Japan’s nuclear crisis have increased the public’s awareness about investing in companies…
June 01, 2011
Web Is Good at Acquiring Donors, Not Retaining ThemMultichannel giving has become a popular objective of nonprofits as a way to build constituent support, but it is not widely practiced, a report released Tuesday by Blackbaud found.
May 27, 2011
Roland|Criss Named Registrar for New Fiduciary Standard for CharitiesAs charitable organizations face a new set of fiduciary requirements, Roland|Criss has been appointed registrar of a recently published fiduciary conduct guide for foundations and endowments.
May 25, 2011
One-Third of European Foundations Support Women and Girls: New StudyMore than a third of European foundations support women and girls, says a new study, but there's a huge gap between what foundations allocate and their professed interest in activities related to women and girls.
May 18, 2011
Warren's CFPB to Combine Mortgage Disclosure FormsThe 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.