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.
IRA Rollover Gift Provision Expires Monday
By staff WriterTaxpayers who act quickly may still be able to attribute an individual retirement account rollover charitable gift of up to $100,000 to 2010.
January 25, 2011
When It Comes to Employee Bonuses, What You Shouldn’t DoWith your employees, sometimes you should take off your planner’s hat
January 25, 2011
Marilyn Capelli Dimitroff: Helping Clients Make Good Choices—Top Women Extended ProfileFor this industry activist and member of the 50 Top Women in Wealth, it started with finance.
January 20, 2011
Impact Investing Gains Foothold in Philanthropy: J.P. Morgan, The Rockefeller FoundationImpact investing, which intends to create positive social or environmental effects beyond financial return, has gained traction in the philanthropic community in recent years.
January 20, 2011
Research Firm Advisor Impact Acquired by Accretive AdvisorJulie Littlechild’s company is now a wholly-owned subsidiary of Canadian firm.
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.