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.
Endowed Chair Recognizes Women’s Major Role in U.S. Philanthropy
By Michael S. FischerA newly endowed chair at the Indiana University School of Philanthropy will focus research on womens role in giving, volunteering and leadership of philanthropic organizations.
February 21, 2013
Ultra-Wealthy Investors Feel Financially InsecureRegardless of their level of wealth, ultra-wealthy Americans would need twice that amount to feel financially secure, an SEI Private Wealth Management poll found.
February 20, 2013
Many Affluent Investors Unaware of How Tax Changes Could Hurt ThemAffluent investors understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groupswith big differences between men and womenaccording to a Nationwide poll.
February 13, 2013
College Endowments Posted Negative Returns in FY2012The 2012 NACUBO-Commonfund Study of Endowments reported that institutional endowments returned an average -0.3%, net of fees, in the year ending June 30.
February 11, 2013
Top 10 Mega-Wealthy Donors in 2012The donors on The Chronicle of Philanthropys 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
February 11, 2013
Finding Income in Today’s World: Reverse ConvertiblesIn a zero-interest rate environment, using this strategy can provide monthly income.