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.
Why We’re in a Bull Market for Donor-Advised Funds
By Ken NoparThe benefits to many clients are clear in fact, there are at least 12 and the timing is right.
November 18, 2015
Retirees Find Much to Like in Social Impact InvestingBoomers say they are more strategic than their parents, more hands-on and more demanding about how their financial contributions and volunteer time are used.
November 18, 2015
Guess What? Obama’s Keystone Pipeline Decision Can Be ReversedThe Keystone pipeline story might not be over yet, since a new president can reverse Obama's decision with relatively low legal risk.
November 17, 2015
7 smart ways to embrace charitable endeavors this holiday seasonBefore you embark on a new cause, here are a few tips that may help your company go about charitable endeavors in the most effective manner.
November 17, 2015
Donors Not Looking to Advisors for Philanthropy HelpHigh-net-worth private foundation donors dont necessarily think of their financial advisor as a philanthropic source, reports Foundation Source.
November 10, 2015
Top 15 Charities for 2014 FundraisingDonor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropys list of the 400 top nonprofits.
November 09, 2015
Ted Cruz sets sights on 'moderate' Marco RubioRubio backed the Cruz effort to shut down the government over PPACA.
October 30, 2015
About Half of Foundations Pay Board Members and Allow Unlimited TermsA recent study by the Center for Effective Philanthropy examined private foundation governance.