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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. |
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. |
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... |
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. |
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. |
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 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 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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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 December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
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. |
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... |
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. |
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. |
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. |
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. |
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. |
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 May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
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? |
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. |
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. |
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. |
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 |
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. |
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. |
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 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. |
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 |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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... |
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. |
Searcher February 2004 Hazel Cameron |
The Nonprofit Phenomenon Internet resources for nonprofit organizations |
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. |
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. |
Entrepreneur December 2006 Carol Tice |
Making a Difference If you have a passion for a cause, starting a nonprofit could be for you. |
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? |