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.
Midsize Nonprofits Fall Short in Financial Knowledge: New Study
By Michael S. FischerGaps in financial knowledge exist among professionals at midsize nonprofits, with serious implications for those organizations and the donors who place their trust in them, according to a new study by the Center on Philanthropy at Indiana University.
February 22, 2012
Smaller Private Foundations More Generous Than Larger Peers in 2011: ReportThe general public tends to know a lot about the activities of the big foundationsMacArthur, Gates, Fordbecause most reporting focuses on the largest ones. But what about small to midsize private foundations?
February 22, 2012
Top 7 TV Advertising Slogans by Financial FirmsAs John Houseman intoned in the iconic TV commercials, Smith Barney earns its money, albeit now as a Morgan Stanley underling. No one can really listen when E.F. Hutton speaks any longer, since they've been subsumed. AdvisorOne rounds up a collection of its favorite ads.
February 21, 2012
Dynasty Financial Continues to Expand With Break-Away AIFDynasty Financial Partners announced that UBS Wealth Services Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
February 06, 2012
4 Key Predictions for Charitable Giving in 2012Growth in giving will increase this year, though at a slower pace than in 2011, but where will it come from and where will it go?
February 03, 2012
TD Ameritrade Puts Actions Behind Its Patriotic WordsAt annual conference, TDAI pays for supplies for 2,000 Red Cross kits for wounded soldiers and homeless vets. Advisors pitch in.
February 02, 2012
Crowdfunding Enters the Charitable Giving Tool KitNonprofit organizations and other charitable groups focused on worthy causes are always on the lookout for new ways to raise funds. Crowdfunding, an offshoot of crowdsourcing, is gaining traction as a tool for nonprofits and philanthropists.
February 02, 2012
DOL Releases Long-Awaited 401(k) Fee Disclosure RuleLabors Employee Benefits Security Administration said Thursday it would extend the compliance deadline of rule 408(b)(2) to July 1.