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.
Marilyn Capelli Dimitroff: Helping Clients Make Good Choices—Top Women Extended Profile
By Marlene Y. SatterFor this industry activist and member of the 50 Top Women in Wealth, it started with finance.
January 19, 2011
DAFs, Private Foundations: Working Separately and TogetherFidelity Charitable Gift Fund and the Association of Small Foundations announced a collaboration designed to educate advisors and donors about DAFs and foundations, two of the most widely used giving vehicles, and how they complement each other.
January 17, 2011
Income Tax Preparation: How to Track Non-Cash Donations on Your iPadBMG Certified Public Accountants LLPhas created an iPad version of its iDonatedIt app, which it developed in 2009 for the iPhone, the firm announced Monday.
January 11, 2011
Fidelity Charitable Gift Fund Set Record for Nonprofit Giving in 2010Donors to the Fidelity Charitable Gift Fund supported U.S. charities in record numbers in 2010, the Gift Fund reported Tuesday.
January 10, 2011
Charitable IRA Rollovers Offer Benefits to Donors and CharitiesAffluent seniors with bulging IRA portfolios have an opportunity to make substantial contributions to charitable causes in 2011, thanks to an extension of the IRA charitable rollover.
January 07, 2011
Calvert Foundation Appoints Lisa Hall President and CEOCalvert Foundation has appointed Lisa Hall its new president and chief executive, the foundation board’s co-chairmen, Wayne Silby and John Guffey, announced Thursday.
January 06, 2011
Strategic Giving Satisfies Dual Goals of Family FoundationsWorking together to develop a grant-making strategy allows family members to exchange ideas and find common ground.
January 05, 2011
Everence Launches Socially Screened Fund for Emerging MarketsEverence Capital Management announced Tuesday the launch of the MMA Praxis International Index Fund (MPLAX for Class A Shares, MPLIX for Class I Shares), which uses the MSCIAll Country World ex-U.S. Index, and is the only socially screened fund to do so.