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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. 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
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. 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
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. 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
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
Investment Advisor
October 2009
James J. Green
Forget Chicken Little What's the current state of philanthropy? mark for My Articles similar articles
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. 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
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. 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
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. 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
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. mark for My Articles similar articles
The Motley Fool
January 4, 2007
Dan Caplinger
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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
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
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. 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
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles