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Entrepreneur
November 2008
Kevin Manahan
Back to Basics Starting a Relax the Back franchise in a small town helped these family-focused entrepreneurs bring in big profits. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
December 2010
Bruce W. Fraser
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. mark for My Articles similar articles
AFP eWire
November 5, 2007
Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
June 30, 2008
Donors Who Mean Business High net worth business owners are dedicated donors who have incorporated philanthropy into their financial plans and will give steadily despite the economic environment. mark for My Articles similar articles
AFP eWire
August 30, 2015
Mark Bowman
Mind the Gender Gap: Canadian Women's Role in Philanthropy As a prospect researcher and fundraising consultant in Ottawa for the past decade, I've often heard the refrain that "Women don't write the big checks." Really? mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
November 2006
Larry Kanter
The Eco-Advantage Introducing the Green 50, a collection of entrepreneurial companies that are showing what it means to run good businesses, attack the most pressing problems of our time - and make serious cash along the way. mark for My Articles similar articles
Financial Planning
September 1, 2008
Jim Grote
Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
March 1, 2011
Pat Olsen
Lisa Philp Advisors interested in learning more about philanthropy should know they have a number of online tools at their disposal, starting with the Gain Knowledge section of the Foundation Center's web site mark for My Articles similar articles
Financial Planning
November 1, 2005
Jim Grote
A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations. mark for My Articles similar articles
Financial Advisor
September 2004
Raymond Fazzi
Helping Clients Help More advisors are assisting clients with charitable giving. mark for My Articles similar articles
Fast Company
March 2000
Fast Company
Built to Last Fast Company issues this call to action and invites you to read it, sign it, and join the movement to realize the promise of the new economy. mark for My Articles similar articles
Entrepreneur
July 2006
Robert Kiyosaki
Benefit from Boom and Bust How entrepreneurs can profit in a fluctuating economy. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2013
Mary Stark Hood
Real Estate Gifting Realized: Business Opportunities for Real Estate Professionals Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
February 14, 2013
Fundraising Chief Watt Calls on Congress to Preserve Charitable Deduction, Look at New Ways to Invest in Communities Andrew Watt, the president and CEO of the Association of Fundraising Professionals, called the charitable deduction a "powerful symbol of American philanthropy" and urged Congress to preserve the deduction. mark for My Articles similar articles
Investment Advisor
October 2009
James J. Green
Forget Chicken Little What's the current state of philanthropy? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2014
Mary Stark Hood
Real Estate Gifting Realized: Donors, Charitable Organizations, Education, and Chapter Involvement Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. mark for My Articles similar articles
Registered Rep.
April 5, 2011
Charles Paikert
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. mark for My Articles similar articles
AFP eWire
September 8, 2014
AFP's Response to National Post Article on Policing of Political Activities of Charities The charitable tax designation and the tax credit bind together the interests and concerns of all of us in the betterment of our society. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2009
Kara P. Stapleton
Giving Back: A Firm of Philanthropists On December 12, 2008, as part of Bel Air Investment Advisors' year-round philanthropic program. mark for My Articles similar articles
Entrepreneur
November 2008
Scott Bernard Nelson
Doing Well By Doing Good Financial planners say giving money away can make financial sense, even for relatively young earners. mark for My Articles similar articles
AFP eWire
January 5, 2009
Learning from the Madoff Scandal--Dealing with Unfulfilled Charitable Pledges As has widely been reported, the Bernard Madoff scandal has extended well-beyond the corporate sector and has hit the charitable sector quite hard. mark for My Articles similar articles
Financial Advisor
September 2005
Eric L. Reiner
Philanthropic Planning: It's Not For Everyone Financial advisers who offer philanthropic planning gain a competitive advantage in the ultra-high-net-worth marketplace. mark for My Articles similar articles
AFP eWire
August 11, 2015
AFP News Release: Clinton College Plan Damaging to Philanthropy Presidential candidate Hillary Clinton's college tuition plan would limit the value of the charitable deduction for gifts made by certain taxpayers. mark for My Articles similar articles
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. mark for My Articles similar articles
HBS Working Knowledge
February 2, 2009
Sarah Jane Gilbert
The Success of Persistent Entrepreneurs When it comes to entrepreneurship, nothing says success like a track record of previous wins. mark for My Articles similar articles
Financial Advisor
May 2004
Jeff Schlegel
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. mark for My Articles similar articles
AFP eWire
February 4, 2015
AFP Statement on President Obama's FY 2016 Budget AFP is pleased that the Obama Administration recognizes the importance of charities, and the critical part the charitable deduction plays in our society, in its FY 2016 Budget. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 25, 2014
John Kador
REP. Index: The Rise of Entrepreneurs With entrepreneurship expanding every day, advisors ought to know who they will be dealing with. mark for My Articles similar articles
AFP eWire
December 20, 2011
Women Drive Philanthropic Decisions in Wealthy Households, but Nonprofits Must Work for Their Trust, Study Finds In nearly 90 percent of high net worth households, women are either the sole decision maker or an equal partner in decisions about charitable giving. mark for My Articles similar articles
HBS Working Knowledge
November 29, 2006
Sarah Jane Gilbert
Rich or Royal: What Do Founders Want? Entrepreneurs are often motivated by the potential of money and control, but very few ever achieve both. mark for My Articles similar articles
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. mark for My Articles similar articles
HBS Working Knowledge
August 13, 2014
Roberts & Davis
Family Businesses Need Entrepreneurs for Long-Run Success Families that want to stay in business for generations don't have a choice but to encourage entrepreneurship in and out of their family company, say Michael Roberts and John Davis. mark for My Articles similar articles
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? mark for My Articles similar articles
AFP eWire
March 5, 2014
Limiting Charitable Deductions Is Not The Way to Position U.S. for the 21st Century A budget proposal that would cap all itemized deductions -- including the charitable deduction -- at 28 percent for certain taxpayers would hurt charities' ability to help our citizens prepare for the 21 st century. mark for My Articles similar articles
Financial Advisor
April 2009
Jeff Schlegel
Charity Begins At Home Portfolio woes mean less money for philanthropy, and market losses are hurting many foundations' ability to do their jobs. mark for My Articles similar articles
AFP eWire
November 19, 2007
New York Times, Globe and Mail Honor Giving, National Philanthropy Day(R) In conjunction with National Philanthropy Day, two key North American media outlets developed special supplements in 2007 devoted to philanthropy and the charitable sector. mark for My Articles similar articles
Inc.
May 1, 2002
Donna Fenn
Shaking the Foundations Sanjay Chopra is an astute donor. The founder of two technology companies recently joined 59 other fledgling philanthropists to give $50,000 to KidsVoice, a Pittsburgh nonprofit that provides legal services to children in juvenile court... mark for My Articles similar articles
AFP eWire
March 5, 2009
Obama Administration Might Abandon Plan to Reduce Charitable Deductions for Wealthy Obama's current plan would limit the value of the tax break for itemized deductions, including donations to charity, to 28 percent for families making more than $250,000. mark for My Articles similar articles
IDB America
July 2004
Gador Manzano
Profile of the Young Latin American Entrepreneur They are creative, well educated and eager to stand out, but they all complain about the difficulty of obtaining loans. They belong to the middle class, have university degrees and typically start their first company at around age 30. mark for My Articles similar articles
HBS Working Knowledge
November 8, 2004
Manda Salls
Making Social Investments Accountable Should your charitable giving be managed as vigilantly as your stock portfolio? Brian Trelstad, CFO of the Acumen Fund, discusses ways to measure social as well as financial results. mark for My Articles similar articles
AFP eWire
February 4, 2015
Charitable Giving Coalition Letter to the President The Charitable Giving Coalition, a diverse group representing private and community foundations, supports the language included in the Buffett rule proposal in the Administration's FY 2016 Budget that specifically protects the full value of charitable deduction. mark for My Articles similar articles