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AFP eWire
August 4, 2010 |
40 U.S. Billionaires Accept Gates, Buffet Giving Challenge Forty billionaires have now signed on to Bill and Melinda Gates' and Warren Buffett's "Giving Pledge," promising to donate a majority of their fortunes to charity.   |
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
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
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 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. |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
AFP eWire
June 26, 2006 |
Buffett to Give Wealth to Charity Warren Buffett, the second-richest man in the world, will gradually give away 85% of his Berkshire Hathaway stock to five foundations. |
BusinessWeek
December 11, 2006
Jessi Hempel |
The Science Of Smart Giving Squeezing the most good from large-scale donations takes serious planning. Here are five success stories. |
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. |
The Motley Fool
December 21, 2007
Brian Richards |
Be Like a Billionaire A new study shows that giving can make you wealthier. |
The Motley Fool
December 13, 2010
Selena Maranjian |
Billionaires Are Investing in These Undervalued Assets Another day, another few billion. Why leave all the charitable giving to America's wealthiest people? |
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 |
Fast Company
September 2009
Jeff Bailey |
Daddy Givebucks: Lessons Learned When Warren Buffett Hands You $1 Billion Three years ago, Warren Buffett gave each of his kids $1 billion to give away -- suddenly thrusting them into the philanthropic elite. Here's what they learned. |
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. |
The Motley Fool
September 21, 2007
Matt Koppenheffer |
Quick Take: Blackstone's Way to Wealth The Schwarzman Charitable Foundation, created by Blackstone CEO Steve Schwarzman, has a paltry $991 set aside for charitable purposes. |
Financial Advisor
May 2004
Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
Salon.com
February 15, 2001
Sam Fleischacker |
Why capitalists should like estate taxes From Adam Smith to Thomas Jefferson, lovers of freedom have demanded that social privilege be earned -- not inherited... |
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. |
BusinessWeek
November 27, 2006
Woolley & Leak |
The Top Givers High tech's deepest pockets stole the headlines this year. It's getting tougher to join the club. |
The Motley Fool
December 15, 2009
Claire Stephanic |
What Do Bill Gates, Warren Buffett, and You Have in Common? The latest trends in philanthropy point to the individual donor. |
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. |
Trusts & Estates
April 2003 |
Editor's Briefing For Love of Fairness... Pray For The Rich... Alternative Investments... Tax Law... etc. |
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. |
Fast Company
David Lumb |
Apple CEO Tim Cook To Donate His Fortune To Charity Cook joins an ever-growing list of wealthy philanthropists who have pledged nearly all their fortunes to charitable causes. |
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. |
Investment Advisor
December 2006
James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
Financial Planning
December 1, 2011
Paul Schervish |
Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy. |
The Motley Fool
December 20, 2006
Dan Caplinger |
Giving Is Good Business Small businesses should realize that they don't need to give away millions of dollars in cash or products in order to make a difference in their communities. |
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. |
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. |
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 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. |
CFO
September 1, 2006
Chuck Jaffe |
Sowing the Seeds of Your Legacy Executives interested in charitable giving can take a page from the Buffett playbook and do more than simply list a favored recipient or two in a will. |
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... |
AFP eWire
March 6, 2006 |
Top U.S. Donors Gave Less in 2005 The top 60 donors in the United States gave significantly less in 2005 than the previous year, according to a study. The top 10 donors for 2005 were: Cordelia Scaife May... Bill and Melinda Gates... Eli and Edythe L. Broad... etc. |
BusinessWeek
July 10, 2006
William C. Symonds |
Grading The Gateses Whether by e-mail or snail mail, reader reaction to a cover story about the Bill & Melinda Gates Foundation's efforts to fix failing high schools was passionate. |
T.H.E. Journal
September 2007
John K. Waters |
Corporate Foundations :: Enterprise to the Rescue! Stepping in where they claim schools are failing to act, leading technology companies are funding endowments to support teaching 21st-century skills to tomorrow's workforce. |
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. |
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. |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. |
InternetNews
February 6, 2009
Stuart J. Johnston |
Gates Wants You Bitten by the Charity Bug This week's outrageous antics have a serious motive - to press for better healthcare for underdeveloped nations. |
On Wall Street
September 1, 2012
Mason Braswell |
Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes. |
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. |
Inc.
December 2006
Daniel Akst |
Foundations R Us You can give it away as smartly as you made it. |
The Motley Fool
January 17, 2009
Brian Richards |
Don't Squander Your Returns Consider giving them away instead. |
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. |
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. |
Registered Rep.
November 22, 2011
Charles Paikert |
Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place. |
AFP eWire
December 2, 2014 |
Tax Incentives Worldwide Help Increase Charitable Donations Says New Global Study The proportion of people who make financial contributions to charity is significantly higher in countries offering tax breaks for giving. |
