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.
Is Bigger Tax Bite Coming for Big Donors to Outside Political Groups?
By Kate McBrideA news report suggests that's possible, but some of these gifts were, recipients’ websites state, not deductible in the first place.
May 01, 2011
Life After Wall StreetThe “Me Generation” could be aging into the “Benevolent Generation” — at least evidenced by the humanitarian second acts…
April 29, 2011
Buffett, Gates’ Giving Pledge Gains 10 More FamiliesTen more of America's wealthiest families took the Giving Pledge, begun by Warren Buffett and Bill and Melinda Gates last June. The latest signatories, announced Thursday, brought the total to 69.
April 29, 2011
Kim Wright-Violich to Leave Schwab Charitable June 30As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.
April 29, 2011
Calvert Equity Portfolio’s England Finds Value in Socially Responsible StocksRichard England, who sub-advises the $1.7 billion Calvert Equity Portfolio (CSIEX), talks about how his stock picks match the firm's social responsibility criteria.
April 29, 2011
Kim Wright-Violich to Leave Schwab Charitable June 30As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.
April 28, 2011
Philanthropy Forum: Most HNW Clients Dissatisfied With AdviceGo ‘beyond expectations’ of your clients and the relationships will deepen.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.