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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 Advisor
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
Financial Planning
December 1, 2010
Suzanne McGee |
The New Philanthropy Betsy Dickey was startled and dismayed to realize how much she had to learn about what is involved in becoming a hands-on philanthropist rather than just a checkbook donor. |
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. |
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 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
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
February 2010
Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
Financial Advisor
May 2004
Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
Financial Advisor
November 2009
David J. Drucker |
Listening More, Talking Less With Barbara Culver's Purposeful Planning, the humanistic side of financial advice takes on a new dimension. |
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. |
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. |
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 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 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. |
Searcher
February 2007
Cecilia Hogan |
Philanthropy -- Not Just for Rock Stars: "Real People" and Digital Donations A look at trends in online giving, the impact of disasters, being effective in your philanthropy, and resources for researching charities. |
AFP eWire
April 20, 2010 |
2009 Saw Record Decline in Foundation Giving The recent economic crisis caused the more than 75,000 grantmaking foundations in the United States to cut their 2009 giving by an estimated 8.4 percent -- by far the largest decline ever tracked by the Foundation Center. |
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
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. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
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. |
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
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 2004
Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving. |
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 |
On Wall Street
January 1, 2012
Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm. |
Information Today
September 9, 2014
Nancy K. Herther |
The Knight Foundation Welcomes Ideas to Strengthen Libraries' Roles in the Digital Age People from around the country can submit entries for the John S. and James L. Knight Foundation's latest Knight News Challenge: "How might we leverage libraries as a platform to build more knowledgeable communities?" |
Investment Advisor
December 2006
James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
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. |
Foundation News & Commentary
Jul/Aug 2004
Lee Draper |
The Philanthropy Afterlife: What Does A Career in Philanthropy Prepare You For? In this era of diminished assets and administrative budget reductions, a traditional pattern of turnover - coupled with a slower pace of foundation formation - has made the philanthropy job market tighter and far more competitive. |
Investment Advisor
February 1, 2011
Lewis Schiff |
Give It Away Today Philanthropists have gone public about why they give. |
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. |
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? |
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. |
Investment Advisor
April 2009
Lewis Schiff |
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times. |
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. |
Registered Rep.
May 24, 2010
Halah Touryalai |
The Ultra Wealthy Have A Gloomy Outlook, Keeping A Careful Eye on Their Portfolios The financial crisis left some serious emotional scarring on the ultra rich. |
AFP eWire
January 31, 2012 |
What to Do When Foundations Have Walled Themselves Off From Your Organization What can you do when you come face to face with a wall built by a foundation to keep organizations like yours out? |
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. |
BusinessWeek
December 1, 2003 |
The Top Givers Today's philanthropists aren't leaving the good works to future generations -- they're making their mark now |
On Wall Street
October 1, 2008
Helen Kearney |
The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes. |
Foundation News & Commentary
Mar/Apr 2005
Linda A. Long |
Family Matters At least two-thirds of the more than 60,000 U.S. private foundations are controlled by families. If the next two decades mirror present trends, family foundations will boast more than $500 billion in combined assets. |
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... |
BusinessWeek
November 29, 2004 |
The Greatest Gifts Of All The Top 50 donors in BusinessWeek's annual ranking of America's leading philanthropists have already given an enormous amount of their money to charity over the course of their lifetimes. This year many supersized their donations. |
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. |
Foundation News & Commentary
Sep/Oct 2004
Heather Peeler |
The Philanthropic Initiative (TPI)--www.tpi.org Here's an organization that offers no-pressure assistance in sorting out your philanthropic strategic planning. |
AFP eWire
February 5, 2013 |
Getting to Know Your Future Nonprofit Leaders A new report from 21/64 and the Dorothy A. Johnson Center for Philanthropy shows a behind-the-next-generation look at the future leaders of philanthropy and how their giving differs and remains the same from their parents and grandparents. |
Foundation News & Commentary
Sep/Oct 2006
Caroline D. Avery |
Is Early Engagement Always Best? It seems the accepted wisdom these days is that the earlier children are involved in their family's philanthropy, the better. But there are many paths to long-term satisfaction with family philanthropy. |
Foundation News & Commentary
Nov/Dec 2004
Kasper, Nielsen & Chao |
Democracy in Action Focus funds, the next wave of community philanthropy, are responding to the needs of both marginalized groups and new donor bases. |
