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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.
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.
Investment Advisor November 2005 Robert F. Keane	Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads.
Financial Planning December 1, 2006 Suzanne McGee	Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
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.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
Financial Advisor September 2004 Raymond Fazzi	Helping Clients Help More advisors are assisting clients with charitable giving.
Registered Rep. January 26, 2015 Diana Britton	The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction.
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
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.
Financial Advisor February 2010 Eric L. Reiner	Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.
Financial Planning July 1, 2009 Dune Thorne	Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations.
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
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.
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.
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.
Registered Rep. December 21, 2011 Charles Paikert	How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing.
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.
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.
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.
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson	A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
Financial Advisor April 2008 Eric Rasmussen	Much Appreciated Charitable giving has changed a lot. Though some of the assets may be odd, what's sometimes more interesting is the way that more people are giving, rating, and tracking their donations online, as well as working with their advisors to donate.
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.
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.
The Motley Fool November 30, 2006 Buz Livingston	Charity Begins at Home Here is an overview of the different ways you can give your money away. Cash... Charitable IRA Rollover... Donor-advised funds... etc.
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.
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?
Commercial Investment Real Estate Sep/Oct 2014 Mary Stark-Hood	Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law.
Financial Planning March 1, 2006 Suzanne McGee	High Impact Philanthropy Today's donors want to do more than attend benefits -- hey want to effect real change. And they're counting on financial advisers to help them channel their generosity.
Financial Advisor September 2007 Jeff Schlegel	Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role.
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?
The Motley Fool January 4, 2007 Dan Caplinger	Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
Registered Rep. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
Financial Planning October 2, 2007 Jim Grote	Extreme Philanthropy Giving 'til it hurts takes on a whole new meaning when clients join the 50% League. But each philanthropic plan needs a financial plan and estate plan to go along with it.
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 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.
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?
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.
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.
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.
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.
Investment Advisor October 2009 James J. Green	Forget Chicken Little What's the current state of philanthropy?
CFO September 1, 2006 Chuck Jaffe	Sowing the Seeds of Your Legacy Executives interested in charitable giving can take a page from the Buffett playbook and do more than simply list a favored recipient or two in a will.
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.
Registered Rep. October 1, 2005 Tracy Byrnes	The Hard Conversation Charitable giving can be a great tool for managing a client's taxable income, when used effectively. But before anything good can happen, advisors need to solve the communication problems.
Registered Rep. June 1, 2005 Russ Alan Prince	Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics.
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.