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.
How to Be a Values Wealth Manager for Your Women Clients
By Kristan WojnarTo demonstrate your value to your female clients, you should have an ongoing conversation on your clients' values, reflecting them in your investing and approach and multigenerational planning.
March 19, 2012
Tight Years Toughened Grant Makers, Survey FindsIn the past three years, grant makers have actually maintained or increased funding in general operations and capacity building, while multi-year support fell.
March 13, 2012
Split-Interest Trusts Had $121B in Assets at End of 2010: IRS BulletinIn Filing Year 2010, nearly 119,000 Split-Interest Trust Information Returns were filed for charitable remainder trusts, charitable lead trusts and pooled income funds, according to the IRS Statistics of Income Bulletin: Winter 2012.
March 13, 2012
The IRA Charitable Donation: It’s Just a Tax Deduction in 2012The tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choicewithout recognizing the donation as incomeexpired at the end of 2011, and Congress has given no indication if it will be renewed.
March 08, 2012
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.
March 08, 2012
Pensions: $1 Trillion Economic ImpactPensions do more than protect older Americans after they retire; they have a distinct and significant impact on the U.S economy and play a role in job creation, according to the National Institute on Retirement Security.
March 06, 2012
HighTower’s Continuing Success Suggests a New Model for Independent AdviceHTs open architecture approach not only provides its advisors with better access to products and services, but also promotes competition among clearing firms.
March 01, 2012
The Client. The Client. The Client.The last words of General of the Army Douglas MacArthurs farewell speech at West Point went like this: when I cross the river, my last conscious thoughts will be of the Corps, the Corps, the Corps.