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.
To Save Clients a Tax Audit, Consider $249.99 Charitable Gifts
By Andrew RiceAs you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.
January 11, 2013
BofA’s Giving Record ‘Mediocre,’ Goldman’s Is ‘Miserly’: Charity WatchdogThe National Committee for Responsive Philanthropy has issued a highly critical report on the performance of the corporate foundations of Bank of America, Goldman Sachs, Wells Fargo and JPMorgan Chase.
January 09, 2013
Focus Financial Acquisition of Merriman Boosts Firm to $60 BillionFocus Financial Partners' acquisition of Merriman expands the large independent wealth management partnership's West Coast presence.
January 04, 2013
Buffett’s Gift Tops 13 Biggest Donations of 2012Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among Americas biggest philanthropists, according to a survey released by The Chronicle of Philanthropy.
January 04, 2013
Tax Law Leaves Charitable Deduction IntactBut the permanent extension of the Pease limitation on itemized deductions was met with less enthusiasm from charities.
December 31, 2012
On Year's Final Trading Day, Markets Calm Despite CliffEuropean, Asian indexes rise significantly for the year, with hopes remaining that some kind of deal still can be made in U.S.
December 28, 2012
Philanthropy’s Effect: Millions of Jobs Over Many DecadesGrant making supports millions of jobs, produces billions of dollars in GDP, wages and tax revenues, according to The Philanthropic Collaborative.
December 27, 2012
Advisors Giving Back: Holiday Slideshow, Part IIIIn the final advisor-themed slideshow of 2012, we highlight advisors and their partners who share time and talents with the local, national and global community.