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.
MDRT Foundation Raises $176,000 for Global Grant Programs
By staff WriterMembers of the Million Dollar Round Table raised more than USD $176,000 to support the charities funded by the MDRT Foundation's global grant programs at this year's MDRT Annual Meeting, according to MDRT.
June 24, 2011
How to Lose a Charitable Deduction: The IRS SpeaksA simple, yet unforgivable, mistake could cost your clients their charitable deductions. What to do and what not to do.
June 21, 2011
Boost for Charities? Vanguard Drops Costs of Donor-Advised AccountsTo make more money available for philanthropic giving, investment costs for Vanguard Charitable’s 7,700 donor-advised accounts are dropping.
June 20, 2011
Charitable Giving in U.S. Edged Up to $291B in 2010Total charitable contributions from American individuals, corporations and foundations grew by 3.8% in 2010 in current dollars and 2.1% in inflation-adjusted dollars, according to estimates released Monday by Giving USA Foundation and its research partner, the Center on Philanthropy at Indiana University.
June 17, 2011
One Advisor's Advice to His Peers: Reach Out to Those in NeedJoshua Gottfried's firm charges clients a $195, one-time fee to set them on a course toward proper financial planning.
June 16, 2011
Private Stock Finding Its Way Into Donor Advised Funds, Says Fidelity’s Valas‘Complex’ assets, especially C- and S-Corp shares, can be particularly valuable when gifted to DAFs
June 15, 2011
Donor Advised Funds: Maximize the Tax Benefits, Build a LegacyA DAF allows clients to create their own version of a family foundation.
June 10, 2011
Is Risk Bad? The Advisor’s Job in Finding the Balance Point for ClientsYes, protect clients from taking too much risk, but also ensure they can achieve their goals by taking appropriate risk.