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.
Marketing to the African-American Community
By Ed McCarthy, CFP, RICPIf youre not actively seeking African-American clients, youre overlooking a growing market.
December 27, 2011
Impact Investing Picks Up Support Among InvestorsA majority of impact investors, who seek to create positive social or environmental impact beyond financial return, are optimistic about the impact investing industry, according to a new study.
December 27, 2011
Tax-Exempt Organizations Get Deadline ExtensionSome tax-exempt organizations got an extra present in their Christmas stockings, with the news from the IRS that they get extra time to file their annual returns in 2012.
December 22, 2011
Philanthropy Focus: U.S. Tops World Giving Index 2011 as Most Charitable CountryTwo out of three Americans said they donated money to charity this year, more than two out of five volunteered their time and roughly three out of four helped a stranger, according to the 'World Giving Index 2011' report, released Tuesday by CAFAmerica.
December 22, 2011
Philanthropy Focus: Page Snow on Private Foundation FundraisingPrivate foundations that actively raise funds are usually thought to need extra money. Now, this notion is being turned on its head, according to Page Eberstadt Snow of Foundation Source, the private foundation outsourcing firm.
December 21, 2011
Top 10 Christmas Movie VillainsChristmas is a time of giving and love. But for movies (and real life) the truth is that without a villain (or at least a gaggle of relatives with irritating habits) we would never know just how joyful the season can be at times.
December 21, 2011
Philanthropy Focus: 10 Creative Ways to Use Your Private FoundationBerit Ashla, a San Francisco-based philanthropic director of Foundation Source, the private foundation outsource company, lists options available to unleash the most bang out of your foundation's dollars.
December 19, 2011
Year-End Giving Tips, Compliments of the IRSAs individuals and businesses rush to make charitable contributions at this busy time of year, the IRS has issued several tips as reminders of tax law provisions that have taken effect in recent years.