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.
LPL Increases Profits, Revenue in Q3; 782 Net New Reps in 2011
By James J. GreenParent company of largest independent broker-dealer adds $3 billion in net new advisory assets in third quarter; nearly doubles assets in RIA custody unit, to $20 billion
October 18, 2011
Witnesses to Senators: Charitable Deduction Must Be PreservedA host of witnesses told the Senate Committee on Finance on Tuesday that reducing or eliminating the tax deduction for charitable contributions would be a mistake that would harm ability of philanthropic groups to provide services to those most in need.
October 18, 2011
Nonprofit Fundraising Growth Slowed Over Summer: BlackbaudOverall charitable giving to nonprofit organizations grew robustly in the June-to-August period compared with the same period last year, according to the latest Blackbaud Charitable Giving Index, but growth in donations slowed as the summer progressed.
October 13, 2011
Buffet Made $62,855,038 Last Year (CNN Money)Since August, when Warren Buffett published an op-ed in The New York Times, he has drawn national attention for his campaign to get Congress to raise taxes on the wealthy.
October 12, 2011
Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a ThingBillionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his fathers footsteps even though he wont be inheriting his dads fortune.
October 10, 2011
Looking to Give a Million? Tool Helps Big Donors Find Right MatchA new tool lets big-dollar donors find out about the charities they want to give to before they write that check.
October 06, 2011
OppenheimerFunds to End Donor Advised Fund ProgramOppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firms chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.
October 04, 2011
Wall Street’s Top 10 Corporate Good GuysThe U.S. finance industry has taken a beating for its role in the economic crisis, but according to Corporate Responsibility magazine, there are still 10 good guys in the sector.