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.
Wealthy Group ‘Alarmed’ by Tax Cut Deal; 17 Billionaires Join Gates, Buffett's Pledge
By Marlene Y. SatterIn the midst of the furor over President Obama’s tax cut deal with the Republicans, a group of wealthy Americans has come out against extending the Bush-era tax cuts for high income individuals, and Warren Buffett and Bill Gates had 17 more billionaires join their pledge to give away their...
December 06, 2010
Facebook fan average ROI: $136.38A study by Syncapse found insight into the financial impact that Facebook fans can have on a business or organization by examining product spending, brand loyalty, propensity to recommend, brand affinity and earned media value.
December 06, 2010
Donor-Advised Funds’ Growth Surges: NPT Report for 2010Although the U.S. economy continued to struggle in 2009, the number of donor-advised funds grew by 3% and total dollar grants from these vehicles to charities…
December 06, 2010
Nonprofit Compensation and Governance in SpotlightIncreased scrutiny ratchets up demands on nonprofit board members.
December 05, 2010
Foundations, SRI Can Be a Good Marriage‘No investment penalties’ for SRI; foundations can get a customized index portfolio.
December 01, 2010
Share the WealthOne of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.
December 01, 2010
What Good Leaders Already KnowAs I've stated in previous columns, advanced planning for affluent families requires a detailed discovery step to even reach the point where discussions about solutions can take place.
December 01, 2010
Fidelity Charitable Gift Fund Adds Alternatives to Advisor ProgramThe Fidelity Charitable Gift Fund has expanded its Charitable Investment Advisor Program to enable financial advisors to invest a portion of the Gift Fund's charitable assets in alternative investments, the charity announced Tuesday.