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.
Women Likelier Than Men to Support Most Types of Charities
By Michael S. FischerWomen are significantly more likely than men to give to almost every type of charitable cause and are equally likely to support the rest, after controlling for education, income and other factors that influence giving, according to new research.
December 09, 2010
Top 6 Financial Gifts for a Happy, Prosperous, Holiday SeasonA thoughtfully selected gift that helps ease a loved one’s or a charity’s financial burden can’t go amiss. Here are the top 6 financial feel-good gifts to give this holiday season.
December 08, 2010
Transitions (II): The Pre-Independence Checklist for Wirehouse AdvisorsBefore you jump from the wirehouse ship, take seven steps to help guide your move
December 06, 2010
Facebook fan average ROI: $136.38A study by Syncapse found insight into the financial impact that Facebook fans can have on a business or organization by examining product spending, brand loyalty, propensity to recommend, brand affinity and earned media value.
December 06, 2010
Donor-Advised Funds’ Growth Surges: NPT Report for 2010Although the U.S. economy continued to struggle in 2009, the number of donor-advised funds grew by 3% and total dollar grants from these vehicles to charities…
December 06, 2010
Nonprofit Compensation and Governance in SpotlightIncreased scrutiny ratchets up demands on nonprofit board members.
December 05, 2010
Foundations, SRI Can Be a Good Marriage‘No investment penalties’ for SRI; foundations can get a customized index portfolio.
December 01, 2010
Share the WealthOne of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.