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.
Calvert Foundation Appoints Lisa Hall President and CEO
By Michael S. FischerCalvert 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 03, 2011
Top 10 Biggest Gifts to Charity Fell in 2010For the second straight year, big charitable donations are down from both individuals and their foundations, according to a report in The Chronicle of Philanthropy.
January 01, 2011
The New SchoolI need a job: simple problem. No simple solution, I’ve been surprised to find.
December 30, 2010
Philanthropy in 2011: DAFs Surge, Online Giving Grows and Gender Factors Come Into FocusVolunteerism increases because of economic and generational factors
December 23, 2010
Kids ‘Clueless’ About Family Budgets and Charitable Giving, Poll FindsHolidays are a good time to teach lessons in finance, philanthropy, says Northwestern Mutual
December 17, 2010
Donors’ Online Giving Spikes at Year-End and During DisastersDonors appear to give more online when their experience is intimate and emotionally coherent, according to a study of online giving across charitable Web sites released Dec. 8 by Network for Good and TrueSense Marketing.
December 17, 2010
Outlook 2011, Charitable Giving: CAFAmerica Advises on Achieving Maximum ImpactNew Year’s resolution time is fast approaching, so CAFAmerica outlined some recommendations for those who plan to either start giving in 2011 or to increase their donations.
December 14, 2010
Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor. This is your chance to show prospects you are an honest, competent financial partner. But it's not always that simple.