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.
Pathstone Family Office Retains Back-Office Services of Foundation Source
By Michael S. FischerPathstone Family Office has retained Foundation Source to provide administrative and support services to complement the expertise and counsel Pathstone provides to its client families.
October 13, 2010
TCC Group's Mittenthal: Foundations, Nonprofits Benefit From Business-Strategy ModelsNew philanthropists are bringing business practices to foundations and nonprofits.
October 12, 2010
IRS to Small Charities: Send Us an e-Postcard, or ElseSmall charities that fail to file a basic informational tax form by Oct. 15 risk losing their tax-exempt status under federal law, according to an article in the Oct. 3 Chronicle of Philanthropy.
October 11, 2010
The Growing Social Impact of PhilanthropyPhilanthropy means more than bringing your checkbook; influence and knowledge can magnify the impact of giving.
October 06, 2010
Tiger 21’s Wealth Management Discipline Now Informs Members’ PhilanthropyTiger 21 started as a forum for high-net-worth investors to network with peers around asset preservation and wealth management issues and have now broadened their focus to include discussions of family matters and inheritance issues.
October 05, 2010
San Francisco Mayor Wants College Accounts for KindergartenersDeposits would be small but the hope is that they will pay huge dividends
October 01, 2010
Jewels in the CrownUnder the blazing summer sun, a long line of BMWs and Mercedes Benzes glide up outside the luxurious DLF Emporio mall in the Indian capital,...
October 01, 2010
Overexposed and UnderestimatedWe know what you're thinking; how could any Janus fund possibly qualify as "overlooked?" Their returns are the stuff of legend, as are the critical...