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Financial Planning
October 1, 2005
Jay Quinn |
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.   |
Commercial Investment Real Estate
Jul/Aug 2013
Mary Stark Hood |
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Registered Rep.
January 26, 2015
Diana Britton |
The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction. |
The Motley Fool
November 30, 2006
Buz Livingston |
Charity Begins at Home Here is an overview of the different ways you can give your money away. Cash... Charitable IRA Rollover... Donor-advised funds... etc. |
Registered Rep.
June 1, 2008
Kevin McKinley |
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? |
The Motley Fool
June 13, 2006
Dan Caplinger |
A Trust for All Seasons: Charitable Trusts These trusts can help you donate to worthy causes -- and save on taxes. |
AFP eWire
February 25, 2008 |
Fidelity Gift Funds Attracts, Grants Record Amounts The Fidelity Charitable Gift Fund, the fourth largest public charity and the largest donor-advised fund program in the United States, attracted record contributions and granted the largest amount in its history last year. |
The Motley Fool
October 21, 2005
Roy Lewis |
Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works. |
AFP eWire
November 13, 2006 |
Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. |
Registered Rep.
April 1, 2008
Kevin McKinley |
Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam. |
The Motley Fool
December 10, 2004
Roy Lewis |
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. |
Registered Rep.
December 21, 2011
Charles Paikert |
How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing. |
Financial Advisor
September 2006
Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
Financial Advisor
September 2006
Beck & Leibell |
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. |
Financial Planning
October 1, 2006
Gavin Morrissey |
Trust Toolkit A wealth replacement trust strategy may be the right fit for your philanthropic clients. Because this strategy combines complex areas of trust law, taxation and insurance planning, you should be sure to consult with professionals in these areas before implementing this -- or any -- estate plan. |
The Motley Fool
November 27, 2006
Dan Caplinger |
Charities and Endowments In the same way that opening an investment account or buying your first mutual fund may signify your arrival at a new stage in your financial development, establishing a permanent endowment fund can be a major milestone in the history of a charitable organization. |
AFP eWire
November 12, 2007 |
Most Americans Not Aware of Advantages of Giving Securities A new report shows that American donors could realize $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the tax advantages. |
Registered Rep.
August 12, 2010
Jerry Gleeson |
Learn the Business of Philanthropy to Keep Assets Advisors are too focused on the nuts and bolts of financial planning and tax strategies, and not looking at the larger picture of how charity is important to their clients. |
AFP eWire
December 8, 2008 |
Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study. |
Registered Rep.
October 1, 2004
Leibell, Daniels & Prince |
With Strings Attached Here are five alternatives for donors who wnat to retain some say-so over money donated, even after it has been donated. |
The Motley Fool
November 8, 2006
Dan Caplinger |
Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy. |
Financial Advisor
November 2011
Eric Rasmussen |
One From The Heart As the economy sputters, charities try to keep their footing. Advisors who understand the world of philanthropy will find themselves better positioned with high-net-worth clientele. |
The Motley Fool
December 14, 2006
Dan Caplinger |
12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice. |
Commercial Investment Real Estate
Sep/Oct 2014
Mary Stark-Hood |
Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law. |
Financial Planning
February 1, 2012
Deena Katz |
Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it. |
Commercial Investment Real Estate
Nov/Dec 2012
Mary Stark Hood |
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. |
The Motley Fool
July 7, 2006
Dan Caplinger |
Giving Until It Helps Planning a gift to charity can make a good thing even better for investors. |
Financial Advisor
February 2010
Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
AFP eWire
November 23, 2010 |
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. |
The Motley Fool
July 7, 2006
Dan Caplinger |
Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you. |
Financial Advisor
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
Investment Advisor
November 2005
Robert F. Keane |
Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads. |
AFP eWire
April 28, 2008 |
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts. |
Financial Planning
August 1, 2009
Martin M. Shenkman |
Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances. |
Financial Advisor
November 2008
Joseph J. Cohen |
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth. |
Registered Rep.
December 1, 2004
Kevin McKinley |
Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion. |
The Motley Fool
December 11, 2007
Mary Dalrymple |
Find More Money for Charity Read on for a few ideas for working philanthropy into the rest of the year, not just the holiday season. |
The Motley Fool
September 28, 2006
Dan Caplinger |
Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve. |
Financial Planning
December 1, 2006
Suzanne McGee |
Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets. |
The Motley Fool
February 1, 2007
Dan Caplinger |
IRS Attacks "Charitable" Cheats A few bad apples can spoil everyone's good tax benefits. That said, some taxpayers' tendency to squeeze every dime they can from available deductions is unfortunate. |
The Motley Fool
October 30, 2008
Dan Caplinger |
The Best Advice Jim Cramer Ever Gave Sometimes it's not how you invest -- it's why you invest, if you create a charitable trust. |
AFP eWire
May 18, 2010 |
Understanding High Net Worth Donors A new study of high net worth individuals in the U.S. and the U.K. found that those that gave the most did so out of a sense of responsibility or duty. |
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? |
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
On Wall Street
July 1, 2010
Martin Shenkman |
Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times? |
Investment Advisor
July 2006
I. Jay Safier |
The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships. |
Financial Advisor
August 2009
Tere D'Amato |
Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans. |
Searcher
February 2007
Cecilia Hogan |
Philanthropy -- Not Just for Rock Stars: "Real People" and Digital Donations A look at trends in online giving, the impact of disasters, being effective in your philanthropy, and resources for researching charities. |
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
The Motley Fool
December 7, 2006
Dan Caplinger |
Don't Donate in the Dark Make sure your donation does what you want. Here's how. |
