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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
November 1, 2009
Lauren Barack
Philanthropy's Challenge: Can Passion Overcome Pessimism? Helen LaKelly Hunt speaks about the philanthropic Sister Fund she founded, how it did in the last year, the possibility of having to retreat on some of her projects, and how professional financial advice assisted her goals. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2005
Lee Draper
Funder's Little Shop of Horrors Grantees look to funders for support in overcoming entrenched financial and management challenges, but they also want to be acknowledged for their expertise in running organizations, delivering services and relating to their constituencies. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Foundation News & Commentary
Jan/Feb 2005
Lee Draper
Where the Money is: Tapping Overlooked Sources of Support for Nonprofits Where will the funding come from to enable nonprofits to serve more people? How can nonprofits find the capital to reorganize for greater efficiency and economies of scale or to invest in new ways to address growing social needs? mark for My Articles similar articles
Financial Planning
March 1, 2007
David A. Twibell
Helping Nonprofits Profit Small and midsize nonprofit organizations can be great clients for financial advisors, but understanding their unique needs is critical to success. mark for My Articles similar articles
AFP eWire
March 7, 2005
Report Yields New Insights on Giving Circles A new study about giving circles shows a small but growing phenomenon that poses new opportunities and challenges for fundraisers. 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
Financial Advisor
December 2010
Bruce W. Fraser
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. mark for My Articles similar articles
Foundation News & Commentary
Jan/Feb 2006
Sharna Goldseker
Beyond Duty and Obligation The more a family can see that "involving the kids" does not merely mean adding children to an existing foundation system but shifting the paradigm to become multigenerational philanthropy, the better prepared they will be for the next phase of their foundation's evolution. mark for My Articles similar articles
Fast Company
December 2000
What's the Best Way to Do Good? My kind of social entrepreneurialism isn't philanthropy. It isn't just writing a check. It means devoting time and skills to doing something -- like mentoring a business... mark for My Articles similar articles
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. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2005
Miller et al.
Beyond Diversity The Denver Foundation's Expanding Nonprofit Inclusiveness Initiative is working to move past racial diversity to inclusiveness. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2006
Debra England
Muscular Philanthropy: Tough Love and the John M. Olin Foundation The Olin foundation offers a case study in how, by effectively leveraging dramatically fewer financial resources, conservative philanthropists managed to reshape the public policy landscape over the past quarter century. 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
Foundation News & Commentary
Sep/Oct 2006
Gwen I. Walden
What are NPIOs and Why Can't Foundations Succeed Without Them? Nonprofit infrastructure organizations are the frontline capacity builders for grantees. mark for My Articles similar articles
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. 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
Foundation News & Commentary
Sep/Oct 2004
Lee Draper
Achieving Impact Without Giving Cash Grantmakers are trying to stretch dollars, but there are limits to their budgets' elasticity. How can we achieve broader impact with limited dollars? mark for My Articles similar articles
Financial Planning
October 2, 2007
Suzanne McGee
Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties. mark for My Articles similar articles
Searcher
September 2006
Cecilia Hogan
Around the Fundraising Campfire - Stories of Dismal Failure, Near Misses, and Great Success In most cases, that big gift from an alumnus, former hospital patient, or museum patron begins months or even years before the public hears about the gift. And it often begins when the potential donor's name draws the attention of a nonprofit researcher. mark for My Articles similar articles
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. mark for My Articles similar articles
Searcher
Jul/Aug 2009
Nancy K. Herther
Grantsmanship: Information Resources to Help Researchers Get Funding There are actually many different types of support available to researchers mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
June 6, 2005
New Resource for Foundations, Donors Interested in Community Building Individuals, family foundations and others interested in issues related to community building, including poverty, homelessness and economic insecurity, now have a new resource to help them learn how to get involved and better target their contributions. mark for My Articles similar articles
BusinessWeek
January 21, 2010
Amy Feldman
Philanthropy: Rethinking How to Give A growing movement to review and rate charities on their real world results may give donors a better idea where they can do the most good 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
BusinessWeek
March 7, 2005
Jessi Hempel
When Givers Get Together "Giving circles" let you have more of a say in where your charitable dollars are going. But unlike traditional giving circles, these new philanthropic endeavors are distinguished by their hands-on approach. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
CRM
August 12, 2015
Gabe Cooper
Why Nonprofits Deserve CRM Innovation With charitable giving exceeding $298 billion in the U.S. alone, it's time that software companies gave nonprofits the attention they deserve by creating technology that truly serves their needs. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2004
Allison H. Fine
Blending the Bottom Line Nonprofits and grantmakers must meet each other halfway to move toward outcomes-focused approaches to collaboration. mark for My Articles similar articles
CRM
February 2010
Jessica Tsai
Helping Hands The nonprofit sector needs CRM more than it knows, but its relationships are with donors, members, or activists - and technology is rarely a cause worth fighting for. Will the low cost of on-demand solutions finally allow nonprofits to embrace CRM? mark for My Articles similar articles
AFP eWire
August 7, 2013
Ten Things You Might Have Missed (August 7, 2013) Philanthropy beat: Young donors want to see results... A Walk Around the Track With an Event Donor... Design Thinking: A Powerful Tool for Your Nonprofit... mark for My Articles similar articles
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. mark for My Articles similar articles
Searcher
February 2004
Hazel Cameron
The Nonprofit Phenomenon Internet resources for nonprofit organizations mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
December 2006
Carol Tice
Making a Difference If you have a passion for a cause, starting a nonprofit could be for you. mark for My Articles similar articles
Fast Company
December 1, 2007
Keith H. Hammonds
Now the Good News... Venture philanthropy. Patient capital. For-benefit corporations. What if you could actually make a profit while changing the world? mark for My Articles similar articles