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AFP eWire May 27, 2010	2009 Household Charitable Giving Down Five Percent from 2008 Individual charitable giving in 2009 amounted to $217.3 billion, a decline of $11.2 billion or 4.9 percent from the estimated $228.5 billion total in 2008, according to the latest report by researchers at the Center on Wealth and Philanthropy at Boston College
AFP eWire February 2, 2010	Boston College Researchers Design First Model to Produce Quarterly Estimates of Household Giving "The Boston College Center for Wealth and Philanthropy's Individual Giving Model is a quantum step forward in how we can estimate charitable giving," said AFP President and CEO Paulette V. Maehara.
Investment Advisor October 2009 James J. Green	Forget Chicken Little What's the current state of philanthropy?
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
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 June 26, 2006	Report Provides New Ideas on Arts, Education, Health Fundraising A new report on household giving in the United States identifies several key factors, beyond just wealth and income, as to why people give to arts, education and health charities.
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.
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.
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.
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.
Registered Rep. January 18, 2011 Jerry Gleeson	Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions.
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.
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.
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.
AFP eWire August 6, 2007	Giving Priorities Tied to Income Lower- and middle-income donors are far more likely to give to charities that benefit the poor than are upper-income households.
AFP eWire April 26, 2004	Intergenerational Transfer of Wealth More Than Just Cash Recent article states large portion of intergenerational transfer of wealth to charities will be in the form of non-cash gifts.
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.
Registered Rep. November 9, 2010 Jerry Gleeson	Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity.
AFP eWire October 16, 2004	Corporate Giving Still Robust, New Survey Reports Philanthropic giving by U.S. corporations and corporate foundations increased by 24 percent from 2002 to 2003, according to a new survey.
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.
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.
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 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.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
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.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
AFP eWire June 21, 2004	U.S. Charitable Giving Surpassed $240 Billion in 2003 American individuals, estates, foundations and corporations gave an estimated $240.72 billion to charitable causes in 2003, according to a study.
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.
The Motley Fool December 4, 2008 Selena Maranjian	Hurting for Your Money Times are tough for all of us. But those charitable organizations that are trying to better the lives of those less fortunate than us are especially feeling the pinch.
AFP eWire December 10, 2007	Majority of Households Give, But Still Many are Not Consistent A majority of U.S. households give to charity consistently every year, but almost three in ten shift every year between giving and not giving.
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 2004 Raymond Fazzi	Helping Clients Help More advisors are assisting clients with charitable giving.
AFP eWire December 5, 2005	New Studies Highlight Regional Differences in U.S. Giving Patterns Two new studies shed fresh light on geographic giving patterns in the United States and reveal that some areas are much more generous than had previously been thought.
Financial Planning November 1, 2010 Donna Mitchell	Smaller Fortunes Whatever the actual wealth-transfer number from generation to generation, planners will face the challenge of helping their affluent clients insure smaller fortunes and stretch estates over the next 40 years.
AFP eWire June 17, 2014	Giving Gets Its Groove Back -- But Grooves a Little Differently First, the good news: for the fourth consecutive year giving by Americans has grown.
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.
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.
AFP eWire June 19, 2006	Annual U.S. Charitable Giving Exceeds $260 Billion American donors gave more than $260 billion to charitable causes in 2005, a 6.1% increase from 2004, according to the annual report Giving USA.
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 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.
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.
AFP eWire September 22, 2008	Fundraising Tips: Do's and Don'ts in a Troubled Economy In what will likely be an uphill battle, fundraisers in the final months of 2008 say they are not making drastic changes, but rather going back to basics and focusing on need.
Investment Advisor October 2005 Robert Bingham	The IA Soapbox: Giving with Head as Well as Heart A massive national tragedy will prompt your clients to make financial gifts from the heart. It is the financial advisor's job to help prepare clients to make those decisions from the head with assets set aside for this purpose.
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.
AFP eWire March 31, 2009	AFP Honors Top National Donors and Volunteers for 2009 Recipients are nominated for demonstrating extraordinary generosity, innovation and leadership in all aspects of philanthropy.
AFP eWire January 12, 2010	Six Types of Wealthy Donors A new study identifies six types of high net worth donors and explains what motivates them to give.
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.
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.