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.
True or False: Obama's Charitable Deduction Proposal is Bad for Wealthy Investors
By Tony Martignetti, Esq.The Obama Administration's proposed cap on charitable deductions for the highest earners among us hasn't been front-and-center for several months, but it will grab headlines again.
September 01, 2009
Catching Up With: Kim Wright-ViolichSchwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
August 28, 2009
AAA To Fill SlotThe American Academy of Actuaries says Bruce Schobel is no longer its president-elect.
August 27, 2009
Broker Signs Milwaukee BankBroker-dealer Sorrento Pacific Financial L.L.C. says it will be helping Securant Bank & Trust, Milwaukee, provide financial services to the bank's customers.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 07, 2009
This DAF Has Open ArchitectureSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
August 03, 2009
Editor's Choice for Aug 3No 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.
August 01, 2009
Ranking of funds and causesThe level of American charitable giving continues to be higher than 2 percent of GDP, which charity groups take as a positive sign, especially during...