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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. |
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? |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
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. |
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 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. |
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? |
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. |
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. |
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. |
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. |
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 |
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. |
Financial Advisor September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving. |
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. |
Entrepreneur July 2006 Robert Kiyosaki |
Benefit from Boom and Bust How entrepreneurs can profit in a fluctuating economy. |
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. |
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. |
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. |
Investment Advisor October 2009 James J. Green |
Forget Chicken Little What's the current state of philanthropy? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
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. |
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. 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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
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. |