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AFP eWire November 13, 2006 |
Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. |
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 December 8, 2008 |
Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study. |
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 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. |
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. |
Registered Rep. June 7, 2010 Jerry Gleeson |
Feeling Generous? So Are Your Clients Americans will be feeling more generous this year, according to a projection from the Center on Wealth and Philanthropy at Boston College. |
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. |
The Motley Fool October 30, 2008 Dan Caplinger |
The Best Advice Jim Cramer Ever Gave Sometimes it's not how you invest -- it's why you invest, if you create a charitable trust. |
The Motley Fool June 13, 2006 Dan Caplinger |
A Trust for All Seasons: Charitable Trusts These trusts can help you donate to worthy causes -- and save on taxes. |
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 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. |
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. |
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. |
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 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. |
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 February 12, 2013 Rick Dunham |
Americans Say They Will Pull Back on Giving in 2013: Can That Change...and What Can You Do? While charities are sailing into a headwind in 2013, it's far from a fait accompli that they'll see lower giving levels. Fundraisers need to understand what the giving public is thinking, how they can best connect with them and how to counter the potential negative fundraising trend. |
AFP eWire October 15, 2007 |
Overview of Canadian Philanthropic Achievements Imagine Canada has released a study detailing the specific achievements that Canadian philanthropy and the country's charitable sector has accomplished. |
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. |
The Motley Fool December 11, 2007 Mary Dalrymple |
Find More Money for Charity Read on for a few ideas for working philanthropy into the rest of the year, not just the holiday season. |
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. |
The Motley Fool December 17, 2010 Dan Caplinger |
Supersize Your Gifts -- Free! Charitable employer matching lets you double the good you do. |
Registered Rep. April 28, 2015 Robert F. Sharpe, Jr. |
The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life. |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
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 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. |
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. |
AFP eWire September 10, 2015 |
Bush Tax Plan Preserves Charitable Deduction Governor Jeb Bush has proposed a tax reform structure that protects America's long-standing commitment to charitable giving and philanthropy by keeping the value of the charitable deduction intact. |
AFP eWire November 23, 2010 |
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. |
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. |
The Motley Fool September 27, 2010 Selena Maranjian |
Don't Let These Numbers Fool You Some companies can exaggerate their own generosity. |
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 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 May/Jun 2014 Mary Stark Hood |
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. |
AFP eWire February 25, 2008 |
Corporate Giving Increases, But Road Ahead Uncertain A recent report shows that charitable giving by major U.S. corporations and corporate foundations to charities increased, but what do the numbers and trends mean for charities in the near future? |
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. |
The Motley Fool January 3, 2007 Dan Caplinger |
Make a Charitable Pledge Think now about your gift-giving strategy for 2007. |
AFP eWire October 17, 2005 |
Public Confidence in Charities Remains Low, Study Says A new survey reveals that nearly one-third of Americans have little or no confidence in charities, while two-thirds believe that charities waste a great deal or fair amount of money. |
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. |
The Motley Fool December 14, 2006 Dan Caplinger |
12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice. |
The Motley Fool November 23, 2009 Dan Caplinger |
What to Do With Your Winning Stocks Help others and help yourself by being smart with charitable gifts. |
AFP eWire December 2, 2014 |
Tax Incentives Worldwide Help Increase Charitable Donations Says New Global Study The proportion of people who make financial contributions to charity is significantly higher in countries offering tax breaks for giving. |
AFP eWire February 1, 2013 |
Take Action TODAY! Support Tax Incentives to Enhance Giving in Canada AFP offered several recommendations to Parliament during the pre-budget consultation period and the Braid hearings on tax incentives. |
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. |
AFP eWire July 21, 2009 |
Study of U.S. and U.K. Wealthy Shows Generosity Still High A report published this month by Barclays Wealth indicates that high net worth donors in the United States and the United Kingdom continue to give generously despite the bad economy. |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood |
Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests. |
The Motley Fool December 9, 2004 Selena Maranjian |
Research Those Charities! You don't have to give blindly. There are many online resources you can use to dig up information on charities to which you're considering donating your money. |
AFP eWire May 23, 2005 |
Nonprofit Seeks to Encourage Utility Philanthropy The Utility Customers Charitable Trust is urging utility companies to begin Round Up programs that could ultimately lead to $1 billion a year in charitable giving. |