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.
Philanthropy Forum: Most HNW Clients Dissatisfied With Advice
By Kate McBrideGo ‘beyond expectations’ of your clients and the relationships will deepen.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.
April 27, 2011
Cogent: Affluent Generation X Investors Dissatisfied with AdvisorsMany affluent U.S. investors in their 30s and 40s are thinking about finding new financial advisors.
April 25, 2011
Bridgespan’s GiveSmart.org Is New Resource for PhilanthropistsThe new site, www.GiveSmart.org, is part of Bridgespan’s Give Smart philanthropy initiative, which is organized around six questions to help donors unlock the full potential of their philanthropy.
April 22, 2011
Nonprofits Increasingly Pay Local and State Taxes, Study FindsPrinciple of tax exemption for charitable organizations is being eroded by budget woes
April 21, 2011
Special Olympics to Benefit From Bahamas Real Estate SaleDonated Paradise is Mine LLC plot to be sold at a Miami auction
April 18, 2011
Overall Charitable Giving Is Up, but Web Donations Decrease: BlackbaudOverall charitable giving rose 3% in the three-month period ending in February, compared with the same period last year, according to a report released Monday by Blackbaud Inc., but online giving decreased by 8.6% during this period.