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.
Wealthy Women Chief Decision Makers About Charitable Giving
By Michael S. FischerWomen are different from men in many respects, not least in their influence over charitable giving decisions, according to the Bank of America Merrill Lynch 2011 Study of High Net Worth Women's Philanthropy, released Monday.
December 13, 2011
Philanthropy Focus: A Warning for Volunteer Board MembersWealth managers can play a key role in making sure their HNW clients' philanthropic activities don't come back to bite them.
December 13, 2011
Tax and Philanthropy Focus: Year-End Giving Made EasyLast minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.
December 13, 2011
Philanthropy Focus: Schwab Charitable Reports 76% Jump in ContributionsSchwab donor advised funds Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.
December 12, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 2—EntrepreneursMichael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
December 12, 2011
Philanthropy Focus: DAFs Get a Nod From TreasuryA Treasury report of donor-advised funds finds that their payouts are not below average, but a powerful critic was not assuaged.
December 09, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's ImpactAscent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.
December 08, 2011
Philanthropy Focus: Page Snow on Advisors and 'Impact' InvestingIf you want wealthy clients, learn about a new trend of mission-related investments. Page Eberstadt Snow, Foundation Source's chief philanthropic officer, says private foundations are judging advisors by their expertise in this area.