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.
Stefanos Loisou: Helping his clients SWAN (sleep well at night)
By Ginny KiplingWe chatted with Stefanos to see why the senior market is important to him, and to find out what he sees as the biggest challenges in the market.
November 11, 2010
Family Foundations Consider Issue of Perpetuity vs Limited LifeMost family foundations in the U.S. are set up to exist in perpetuity, but the number of limited-life foundations is increasing.
November 10, 2010
Socially Responsible Investing Rose During DownturnSRI assets grew during the economic downturn by a rate of 13%, from $2.71 trillion to $3.07 trillion, while overall assets just increased by 1%, according to a new report from the Social Investment Forum.
November 09, 2010
BofA Merrill Lynch Issues High-Net-Worth Philanthropy StudyWealthy households continued to support charitable organizations at levels consistent with those seen in 2005 and 2007, according to the 2010 Bank of America Merrill Lynch Study of High Net Worth Philanthropy released Tuesday.
November 09, 2010
The IRS and Foundations' MissionsMission, not the IRS, should determine a foundation's spending and investment policies.
November 04, 2010
American Express Survey: Americans Trust Nonprofits to Address Societal ConcernsA new consumer survey released Monday by American Express showed that 71% of Americans trusted nonprofits more than they trusted the government or industry to address some of the most pressing concerns of the day.
November 01, 2010
Transparently Better?After the traumatic events of the last few years, some of your clients may be experiencing a crisis of confidence in our economic system, institutions and leaders.
October 29, 2010
Nonprofits Target Income, Donations and Expenses in 2010/11: SurveyThe U.S. and Canadian nonprofit sector is showing increasing interest in improving governance, planning and fundraising, and investing in training and equipment to enhance organizational...