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.
This DAF Has Open Architecture
By Kate McBrideSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
July 31, 2009
Editor's Choice for Aug 1No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 28, 2009
The Secret of Giving Well in the Financial CrisisBig foundations may get the media coverage, but individual charitable giving dwarfs institutional giving. The way clients make their gifts could be much more effective. Wealth managers can add tremendous value for their clients who give at high levels.
July 15, 2009
Foundation for Financial PlanningIn recognition of her good work, we made a donation to the Foundation for Financial Planning in Judy Seid's name. Jim Peniston, the Foundation's executive...
July 15, 2009
Survey: Grandparents leave billions to grandchildren in past five yearsAmerica's grandparents have handed over more than $370 billion to grandchildren within the last five years. And as the economy gets worse, they feel even...
July 14, 2009
MassMutual Announces AwardsMassachusetts Mutual Life Insurance Company will be recognizing financial professional volunteers by giving $100,000 to nonprofit groups they support.
July 09, 2009
How do you Simplify Family Foundations?Foundation Source is launching a comprehensive advisory service, and has named the firm's Chief Philanthropic Officer, Page Snow, president of the new service, Foundation Source Advisors.
July 08, 2009
How Can Investment Advisors Retain Assets and Do Good Deeds?Now investment advisors can retain control of the asset management function for client's gifts placed in a donor-advised fund (DAF), until the assets are granted out to charities (which can be years).