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.
Calvert Equity Portfolio’s England Finds Value in Socially Responsible Stocks
By Joyce HansonRichard 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 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.
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.
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.
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.
April 27, 2011
Cogent: Affluent Generation X Investors Dissatisfied with AdvisorsMany affluent U.S. investors in their 30s and 40s are thinking about finding new financial advisors.
April 25, 2011
Bridgespan’s GiveSmart.org Is New Resource for PhilanthropistsThe new site, www.GiveSmart.org, is part of Bridgespan’s Give Smart philanthropy initiative, which is organized around six questions to help donors unlock the full potential of their philanthropy.
April 22, 2011
Nonprofits Increasingly Pay Local and State Taxes, Study FindsPrinciple of tax exemption for charitable organizations is being eroded by budget woes