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.
One Advisor's Advice to His Peers: Reach Out to Those in Need
By Savita Iyer-AhrestaniJoshua Gottfried's firm charges clients a $195, one-time fee to set them on a course toward proper financial planning.
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.
June 09, 2011
IRS: Thousands of Groups Lose Tax-Exempt StatusThe IRS announced that nearly 300,000 groups have lost their tax-exempt status because they failed to file required reports for three consecutive years.
June 07, 2011
FPA in China: Expectations Exceeded; Hospitality UnmatchedReflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
June 06, 2011
Gates' Giving Pledge Goes Hollywood: Bieber, Kardashian Sign UpJustin Bieber, Kim Kardashian, Richard Gere, Denzel Washington and other 'Hollywood Pledge' stars have flocked to add their names to a charitable-giving pledge.
June 03, 2011
IRS Advisory Panel on Tax Exempt and Government Entities to Meet June 15The IRS’s Advisory Committee on Tax Exempt and Government Entities (ACT) will submit recommendations to IRS leadership at a June 15 public meeting.
June 01, 2011
Investing with StandardsDisasters like BP’s oil spill last year and Japan’s nuclear crisis have increased the public’s awareness about investing in companies…
June 01, 2011
Web Is Good at Acquiring Donors, Not Retaining ThemMultichannel giving has become a popular objective of nonprofits as a way to build constituent support, but it is not widely practiced, a report released Tuesday by Blackbaud found.