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.
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By staff WriterThe American Academy of Actuaries says Bruce Schobel is no longer its president-elect.
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...
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...