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Registered Rep. May 4, 2011 Jerry Gleeson	Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days.
AFP eWire February 25, 2008	Fidelity Gift Funds Attracts, Grants Record Amounts The Fidelity Charitable Gift Fund, the fourth largest public charity and the largest donor-advised fund program in the United States, attracted record contributions and granted the largest amount in its history last year.
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.
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.
Investment Advisor October 2009 James J. Green	Who's Giving, and How, and Why? If you're working with clients and want to encourage charitable giving, whom should you talk to, and how?
Investment Advisor December 2007 Kathleen M. McBride	Give, Wisely Led by the Fidelity, Vanguard, and Schwab juggernauts, donor advised funds are glowing and growing. Clients and advisors may find funding a DAF account easier than they realized.
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. 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.
Registered Rep. October 1, 2004 Leibell, Daniels & Prince	With Strings Attached Here are five alternatives for donors who wnat to retain some say-so over money donated, even after it has been donated.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
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.
The Motley Fool January 4, 2007 Dan Caplinger	Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.
Investment Advisor September 2009 James J. Green	Catching Up With: Kim Wright-Violich Schwab Charitable has expanded the underlying investment options in its Charitable Gifts Accounts and introduced a new online advice tool.
AFP eWire January 29, 2007	Donor-Advised Funds Subject of IRS Scrutiny The IRS has begun a major examination of donor-advised funds and how they are operated, according to a recent article. Congress has grown increasingly troubled about donor-advised funds and the possibility of donors receiving deductions for contributions that are then used for personal gain.
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
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 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.
Financial Advisor February 2010 Eric L. Reiner	Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.
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. January 26, 2015 Diana Britton	The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction.
AFP eWire December 18, 2012 Laura Kalick	Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year.
The Motley Fool September 28, 2006 Dan Caplinger	Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve.
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
AFP eWire February 28, 2014	Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code.
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 January 3, 2007 Dan Caplinger	Make a Charitable Pledge Think now about your gift-giving strategy for 2007.
Financial Advisor April 2008 Eric Rasmussen	Much Appreciated Charitable giving has changed a lot. Though some of the assets may be odd, what's sometimes more interesting is the way that more people are giving, rating, and tracking their donations online, as well as working with their advisors to donate.
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.
Financial Planning January 1, 2011	Hot Topics Recovery going on in charitable donations... new target-date fund proposals... alternative strategies for charitable giving...
Financial Advisor September 2006 Beck & Leibell	Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.
Commercial Investment Real Estate Nov/Dec 2014 Mary Stark-Hood	Donation of Stock to Charitable Organizations As the year-end approaches, many individuals are making decisions on final charitable contributions.
Registered Rep. November 11, 2010 Jerry Gleeson	Tax Cut Sunset Won't Hurt Philanthropy Some affluent investors are wondering, "Do I skip writing the check this year and make the donation in 2011, when I might need a deduction more?"
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
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.
AFP eWire May 25, 2009	Women Play Prominent Role in Giving A study of charitable giving patterns shows women have a strong influence on their spouse's giving, while high-income women are using more sophisticated giving methods than men.
AFP eWire April 28, 2008	Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts.
AFP eWire July 23, 2007	New Ideas about Donor Motivation New research has both confirmed and shaken up some long-standing tenets of fundraising and why people give.
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. June 25, 2003 Ross Tucker	Fidelity Offering Private Foundations This week the fund giant unveiled a new service allowing registered investment advisors to create and manage private foundations for affluent clients.
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.
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.
Investment Advisor August 2006	Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc.
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.
The Motley Fool December 7, 2006 Elliott Orsillo	Fun With Charitable Gift Funds One option for giving to charity, which is available to many of us, is to donate stock. Donating stock rather than giving cash can have significant tax advantages.
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.
AFP eWire November 12, 2007	Most Americans Not Aware of Advantages of Giving Securities A new report shows that American donors could realize $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the tax advantages.
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 August 10, 2010	The New Proactive Donor The days when donors would give unconditionally to every charity that knocked on their door are gone for good, says fundraising veteran Penelope Burk.
AFP eWire March 12, 2007	Charity Advisers Growing Popular Donors consulting with professionals to help them identify worthy charities to support is a fast-growing trend.
Financial Planning November 1, 2010 Donna Mitchell	Hot Topics Two polls dealing with the questions of future health care benefits and charity contributions are explored.