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.
At Schwab Impact, Clark Says, ‘Take Your Business to the Next Level’
By Kate McBrideAt the final day of the Schwab Impact conference in Boston, closing keynote speaker Daniel Gilbert, author of "Stumbling on Happiness," told us why we are happy--or not.
October 21, 2010
What U.S. Donors Plan to Spend in ‘Giving Season’: Fidelity SurveyThe majority of American donors plan to maintain their level of charitable giving in the fourth quarter, despite the volatile market and economic conditions, The Fidelity Charitable Gift Fund said Tuesday.
October 19, 2010
Relief Riders, Hallmark Win U.N. NGO Positive Peace AwardsInaugural awards recognize companies that make positive impact in their communities and far from home.
October 19, 2010
Pathstone Family Office Retains Back-Office Services of Foundation SourcePathstone 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 18, 2010
Donations to Biggest U.S. Charities Fell in 2009: Chronicle of PhilanthropyDonations to the largest U.S. charities fell by 11% in 2009, The Chronicle of Philanthropy reported Sunday.
October 13, 2010
Why Advisors Still Aren’t ProfessionalsYou are important enough to be regulated, and the interconnectedness of the world financial system requires that you be regulated to protect consumers and that system.
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.
