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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. |
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. |
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 September 30, 2015 |
Trump Tax Plan Mixed on Charitable Giving Andrew Watt, the president of the Association of Fundraising Professionals, released a statement in response to Donald Trump's tax reform plan. |
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 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. |
Foundation News & Commentary Jan/Feb 2005 Dorothy S. Ridings |
New Beginnings Gut-wrenching stories of philanthropic excess, self-dealing and not-so-charitable activity have spurred a greater climate of suspicion and doubt about the nonprofit sector. |
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. |
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. |
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. |
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? |
Investment Advisor October 2009 James J. Green |
Forget Chicken Little What's the current state of philanthropy? |
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. |
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. |
AFP eWire January 20, 2004 |
Foundation Leaders Debate Problems Outlined in New Report Foundations have failed to adequately address the issues of effectiveness and accountability, opening the door for Congressional and public scrutiny, argued the author of a new report examining the foundation environment. |
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. |
AFP eWire May 6, 2004 |
Urban Institute Releases Study on Foundation Practices, Attitudes Urban Institute study reveals a wealth of data about the attitudes and practices of different types of foundations, including how they view effective philanthropy and the monitoring and evaluation processes. |
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 April 21, 2008 |
After Brief Increase, Confidence in Charities Drops Public confidence in charitable organizations continues to remain low in the post-Sept. 11 era. |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
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. |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
AFP eWire June 9, 2006 |
Corporate Giving Up Strongly in 2005 The 2005 survey of corporate philanthropy included 91 companies representing more than 50% of total corporate philanthropy in the U.S. The median amount of total giving per company was $38.2 million, up from $33.4 million in 2004. |
AFP eWire October 8, 2007 |
"Orphan" Trusts Controlled by Large Banks, Law Firms Offer Less Charitable trusts that are created by families and then controlled by banks and law firms after family members pass away often grant fewer funds, while the fees to manage those trusts actually increase, according to a recent article in The New York Times. |
AFP eWire April 24, 2006 |
Slow, Steady Foundation Growth Seen in 2005, Expected in 2006 A new report shows steady, but unremarkable growth for the foundation sector in 2005 and forecasts much of the same for 2006. |
AFP eWire February 11, 2008 |
CRA Seeking Input on Research as a Charitable Activity The Canada Revenue Agency is asking for comments and feedback on a proposed set of guidelines addressing the legal and administrative requirements a registered charity is expected to fulfill in order to conduct or fund research as a charitable activity. |
Foundation News & Commentary Mar/Apr 2005 Andras Kosaras |
Self-Regulation An Overview of Principles and Standards Work at the Council on Foundations that provides the opportunity, leadership and tools needed by philanthropic organizations to expand, enhance and sustain their ability to advance the common good. |
Foundation News & Commentary May/Jun 2006 Steve Gunderson |
Suiting Up for Social Change Grant managers must assure a return on America's growing charitable investment that the philanthropic sector can earn the public's continued trust. |
Foundation News & Commentary Sep/Oct 2005 Jane C. Nober |
Legal Brief - Encouraging Tourism for Economic Development Is it charitable or not? Here's some guidance from the author of Economic Development: A Legal Guide for Grantmakers. |
AFP eWire February 28, 2014 |
Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code. |
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. |
AFP eWire August 9, 2004 |
A "Golden Age for Philanthropy" Ahead? The July 29 issue of The Economist predicts that another golden age for philanthropy and charitable giving is about to occur not only in the United States, but also around the world. |
AFP eWire February 2, 2013 |
New Study Examines Charitable Giving Trends in Canada In a report recently released by The University of Calgary's School of Public Policy, author Abigail Payne examines the landscape for charitable giving in Canada. |
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. |
Foundation News & Commentary Sep/Oct 2004 Jed Emerson |
Shifting into Foundation Overdrive Grantmakers' singular focus on payout as usual won't take the sector where it needs to go. |
Foundation News & Commentary May/Jun 2006 Brian Flahaven |
Time Well Spent Foundations on the Hill 2006 participants talk about the value of meeting with members of Congress and their legislative staffs. |
Foundation News & Commentary Sep/Oct 2004 Dorothy S. Ridings |
Foundations' Hidden Treasures Want to know what's really going on at foundations? Read their annual reports. |
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. |
AFP eWire December 19, 2005 |
House Passes Tax Reconciliation Bill Without Charitable Giving Incentives or Reforms The House approved H.R. 4297, the Tax Relief Extension Reconciliation Act of 2005, by a vote of 234 -- 197 without any of the charitable giving incentives found in the Senate approved companion legislation. However, there does appear to be some negotiating room for the future. |
AFP eWire June 4, 2007 |
Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline. |
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. |
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. |
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. |
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. |
AFP eWire December 5, 2012 |
Hundreds of Charitable Leaders Descend on Capitol Hill to Make Case for Charitable Tax Deduction "The message was clear. The crucial work of the charitable sector in our communities is at risk when any proposals to limit or cap the charitable tax deduction are considered," said Rhett Butler from the American Association of Gospel Rescue Missions. |
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. |
Registered Rep. October 29, 2015 Anne Field |
A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective. |
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? |
AFP eWire August 7, 2006 |
IRA Rollover Close to Final Approval The Senate passed a pension reform bill containing the IRA rollover provision and other charitable giving incentives, as well as a series of charitable reforms. |
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. |