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The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
AFP eWire June 19, 2006 |
Michigan Bill Would Require Foundations to Give Locally Recently introduced legislation in Michigan would require foundations incorporated in the state to give half of their annual grants to Michigan charities unless broader national or international activity is explicitly permitted by the organization's articles of incorporation. |
On Wall Street April 1, 2012 Michelle Lodge |
Five Questions With King McGlaughon King McGlaughon of Foundation Source, which provides back-room support for foundations, tells how a financial advisor's knowledge of philanthropy gives him or her an edge. |
AFP eWire October 7, 2014 |
REPORT: New Data Shows Canada's Largest Foundations Give over $1 Billion Annually to Canadian Charities Philanthropic Foundations Canada and Imagine Canada recently released a first-ever report about the assets and giving trends of Canada's largest grantmaking foundations. |
On Wall Street June 1, 2009 |
Page Eberstadt Snow Page Eberstadt Snow spent over 10 years with The Pew Charitable Trusts. She speaks about the difficulties currently faced by non-profits. |
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. |
U.S. Banker June 2002 John Hackett |
Can't Go Wrong As more Americans set up private foundations, banks find that not only do they bring in money directly, they also attract other wealth management business. |
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 October 21, 2004 |
Community Foundations See Strong Gains in 2003 Two new surveys by the Columbus Foundation and the Council on Foundations show that the community foundation field had a strong year in 2003, primarily because of the steadily improving economy. |
AFP eWire September 18, 2006 |
New Standards for Community Foundations More than 260 community foundations recently earned the National Standards Seal, which was created by the council and leaders of the community foundation field. Nearly 300 more organizations are in the process of either compiling materials for their record book or are currently under review. |
AFP eWire January 31, 2012 |
What to Do When Foundations Have Walled Themselves Off From Your Organization What can you do when you come face to face with a wall built by a foundation to keep organizations like yours out? |
Entrepreneur April 2005 Scott Bernard Nelson |
Trust Exercises Incentive trusts can get your heirs to jump through hoops for your money, but is one right for your family? Weigh the pros and cons. |
On Wall Street November 1, 2010 Baruch S. Littman |
The Headache-Free Philanthropist For many, the prestige of establishing a private family foundation to dispense charitable gifts to their favorite causes is alluring. They think of it as a dream come true. But is it really? |
Foundation News & Commentary Nov/Dec 2005 Jane C. Nober |
Military Aid Grantmakers can support military personnel. Here's how. |
Financial Planning October 1, 2008 Jim Grote |
Foundations for Renown Assets in domestic private foundations are growing and donors are demanding more customized service from advisory firms. |
AFP eWire June 23, 2008 |
U.S. Charitable Giving Surpassed $300 Billion in 2007 Foundation grant making, which made up 12.5 percent of total giving, is the fastest growing source of charitable donations. |
Foundation News & Commentary May/Jun 2006 Kosaras & Biemesderfer |
Partners for Public Good Building relationships between state charity regulators and the charitable sector is important. Here's how it can be done. |
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? |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
AFP eWire August 15, 2005 |
Matching Foundation Payout Rates to Mission A new report argues that foundations would be better served by matching their payout rate to the specific needs and programs of their mission as opposed to an arbitrary, government-set limit. |
AFP eWire May 5, 2008 |
Despite Economy, Some Foundations Plan to Increase Giving Three recent surveys that asked foundations if they plan to increase their giving in 2008 and beyond show mixed results. |
Foundation News & Commentary Mar/Apr 2005 Richard F. Larkin |
Time for a Financial Checkup This checklist can help foundations spot problems with internal financial controls. |
AFP eWire April 17, 2006 |
Value of Relationships Between State Regulators and Philanthropy State and charity regulators and philanthropy can work together to strengthen the philanthropic sector, argues a new report published by the Council on Foundations and the Forum of Regional Associations of Grantmakers. |
AFP eWire August 1, 2005 |
Operating Style Key Factor in Foundation Expenses A new study of the expense and compensation patterns of the 10,000 largest grantmaking foundations in the U.S. suggests not only that there are vast differences among these entities, but also operating style may be the most critical factor in determining and explaining such expenditures. |
AFP eWire May 29, 2006 |
Contributions to Community Foundations Increase Dramatically Donors contributed $245 million to community foundations in Canada in 2005, an impressive 17% growth from the previous year. It is the second consecutive year that contributions to community foundations have reached an all-time high. |
Financial Advisor September 2008 Karen DeMasters |
Reducing Guesswork Helping wealthy clients set up charitable giving plans or donor-advised funds through one of the 650 community foundations that now exist in the United States is becoming more popular with financial advisors. |
AFP eWire May 21, 2007 |
Corporate Giving Reaches Milestone Independent of Disaster Relief A new study reveals that foundation giving rose by 6% in 2006, even though most giving related to the Gulf Coast Hurricanes and Southeast Asia Tsunami has already been completed. Giving exceeded $4 billion for the first time ever. |
AFP eWire February 2, 2009 |
Corporate Giving in Flux, But Not Disappearing, Study Shows Though corporate giving levels are predicted to decrease in 2009, many corporations and corporate foundations are holding steady in the amount they plan to give. |
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. |
AFP eWire March 29, 2004 |
Foundations Focused on Missions in 2002 Foundations have made adjustments reflecting the economic climate. "Given declining endowments, foundations shied away from making as many major capital commitments and tried to shore up grantees with increased operating support," Renz said. |
Foundation News & Commentary Nov/Dec 2005 Kelly Shipp Simone |
Legal FAQs on Disaster Grantmaking Qualified disasters offer corporate grantmakers flexibility in response -- within legal parameters. Here are some. |
AFP eWire June 12, 2012 |
Growth in U.S. Foundation Giving Fails to Keep Pace With Inflation Giving by U.S. foundations showed a modest increase in 2011, totaling an estimated $46.9 billion and up 2.2 percent from the year before. After accounting for inflation, however, contributions by U.S. foundations were down slightly from 2010. |
The Motley Fool June 2, 2006 Dan Caplinger |
Estate Planning: Trusts It may not always be easy to determine when a trust is better than a will. Only by taking a hard look at all of the factors that affect you and your finances can you make an informed choice about which will help you more. |
Financial Planning October 2, 2007 Barry Glassman |
'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives. |
Foundation News & Commentary Jan/Feb 2006 Jane C. Nober |
Discretionary Grants Foundations reviewing an existing or proposed discretionary grant program should keep some of these basic legal principles and operational guidelines in mind. |
Financial Advisor September 2006 Sydney LeBlanc |
SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments. |
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. |
AFP eWire November 17, 2008 |
Foundations Not Likely to Change Funding Priorities Despite Economic Distress U.S. foundations are not going to suddenly or drastically change their funding priorities in the present economic downturn, judging from historical trends. |
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? |
The Motley Fool November 30, 2010 Dan Caplinger |
You Don't Have to Be Rich to Do Good Supporting charity isn't just for billionaires. |
Entrepreneur April 2004 Joan Szabo |
Hey, Give a Little! Thinking of making a charitable donation? Giving to charity and receiving a tax deduction for your contribution remains a win-win situation, even though there are more federal restrictions on giving than ever before and federal tax brackets are lower due to recent tax law changes. |
Entrepreneur September 2005 Dian Vujovich |
Seeing Green When the financial services sector is hot, it can sizzle. This sector includes commercial and community banks, insurance and mutual fund companies, the brokerage business, real estate investment trusts, and anywhere else money can be harvested. |
AFP eWire February 11, 2008 |
California Considering Diversity Disclosure for Foundations The California Assembly has passed legislation that would require foundations with more than $250 million in assets to disclose ethnic, gender and sexual orientation information about their boards of directors and their grant and contract recipients. |
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. |
AFP eWire March 2, 2009 |
Leona Helmsley's Trust Can Support More Than Dogs, Court Rules In an unusual case that is raising eyebrows among fundraisers and donors alike, the court defied Helmsley's wish for the bulk of her $5.2 billion estate to be directed solely to the care and welfare of dogs. |
Financial Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
Reason April 2004 Julian Sanchez |
Doubt, Despair, and Charity Even as public confidence in government institutions has skyrocketed in the wake of the 9/11 attacks, faith in charitable organizations has dropped precipitously, according to a recent Brookings Institution study. |
AFP eWire May 26, 2008 |
Foundations Viewed Positively, But Are Virtually Invisible to Many Americans A new study shows that a large percentage of Americans, including those engaged in the charitable sector, know very little about foundations but nonetheless tend to have favorable perceptions of them and their work. |
Registered Rep. April 29, 2013 Brill & Donovan |
The Perils of Global Giving Global philanthropy is on the rise, but wealthy individuals and foundations need to avoid the legal pitfalls. |