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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. mark for My Articles similar articles
Foundation News & Commentary
Jul/Aug 2005
Sherri Alms
The Future of Philanthropy The Future of Philanthropy website is designed to help those associated with philanthropy make sense of the philanthropic world today, understand what today's environment may mean for tomorrow and choose accordingly. 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 2006
Caroline D. Avery
Is Early Engagement Always Best? It seems the accepted wisdom these days is that the earlier children are involved in their family's philanthropy, the better. But there are many paths to long-term satisfaction with family philanthropy. mark for My Articles similar articles
Inc.
December 2006
Daniel Akst
Foundations R Us You can give it away as smartly as you made it. 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
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
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
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
Investment Advisor
December 2006
James J. Green
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. mark for My Articles similar articles
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. 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
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
On Wall Street
June 1, 2009
Page Eberstadt Snow Page Eberstadt Snow spent over 10 years with The Pew Charitable Trusts. She speaks about the difficulties currently faced by non-profits. 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
Mar/Apr 2006
Roger M. Williams
Barry Gaberman The Ford Foundation's Senior Vice President, and a 2006 Distinguished Grantmaker Award recipient, has spent 35 years helping to build philanthropy in the United States and abroad. 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
AFP eWire
January 28, 2008
New AFP-Funded Research Compares U.S., Japanese Fundraising A new study examines the extraordinary growth in the Japanese charitable sector, what fundraising methods are most popular in Japan, differing views on giving and how North American fundraisers can approach Japanese donors. 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
Registered Rep.
April 29, 2013
Brill & Donovan
The Perils of Global Giving Global philanthropy is on the rise, but wealthy individuals and foundations need to avoid the legal pitfalls. 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
On Wall Street
November 1, 2010
Baruch S. Littman
The Headache-Free Philanthropist For many, the prestige of establishing a private family foundation to dispense charitable gifts to their favorite causes is alluring. They think of it as a dream come true. But is it really? mark for My Articles similar articles
Foundation News & Commentary
May/Jun 2006
Steve Gunderson
Suiting Up for Social Change Grant managers must assure a return on America's growing charitable investment that the philanthropic sector can earn the public's continued trust. 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
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
Foundation News & Commentary
Nov/Dec 2005
Sherri Alms
Online Front Porch The Southern Network for Community Philanthropy seeks to enable local and regional giving that effectively addresses underlying challenges to creating sustainable communities for all residents in the American South today. mark for My Articles similar articles
Foundation News & Commentary
Jan/Feb 2005
Dorothy S. Ridings
New Beginnings Gut-wrenching stories of philanthropic excess, self-dealing and not-so-charitable activity have spurred a greater climate of suspicion and doubt about the nonprofit sector. mark for My Articles similar articles
Foundation News & Commentary
May/Jun 2006
Marcia Sharp
Navigating the Board/CEO Relationship Regular communication with all board members -- not just the chair -- can help foundation CEOs steer clear of moving in wrong directions and becoming imbalanced with outside commitments. mark for My Articles similar articles
Financial Advisor
September 2004
Raymond Fazzi
Helping Clients Help More advisors are assisting clients with charitable giving. mark for My Articles similar articles
Financial Advisor
February 2010
Eric L. Reiner
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. 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
The Motley Fool
November 24, 2006
Jeremy MacNealy
Foolish Book Review: Corporate Responsibility, Part 3 In Part 3 of a series of articles highlighting some of the critically important essays in Harvard Business Review on Corporate Responsibility, here are some insights from The Competitive Advantage of Corporate Philanthropy. mark for My Articles similar articles
AFP eWire
November 19, 2007
New York Times, Globe and Mail Honor Giving, National Philanthropy Day(R) In conjunction with National Philanthropy Day, two key North American media outlets developed special supplements in 2007 devoted to philanthropy and the charitable sector. mark for My Articles similar articles
Financial Advisor
September 2006
Bruce W. Fraser
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
July 25, 2005
Black Philanthropy: A Growing Force, But Often Unrecognized Black philanthropy is strong and prevalent within the African-American community, but more research and recognition are needed, according to the National Center for Black Philanthropy in Washington, D.C. mark for My Articles similar articles
Financial Planning
April 1, 2008
Jim Grote
The Philanthropic Planner Robert Thompson's financial planning firm, Sage Financial, openly promotes philanthropy to its clients. 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
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
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
Financial Advisor
November 2005
Grove & Prince
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2004
Jed Emerson
Shifting into Foundation Overdrive Grantmakers' singular focus on payout as usual won't take the sector where it needs to go. mark for My Articles similar articles
AFP eWire
July 2, 2007
Case Foundation Seeks Public Input on Grant Ideas The Washington, D.C.-based Case Foundation is calling for the public to submit ideas on how to improve communities and will be awarding grants up to $35,000 for the best proposals. 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
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
Investment Advisor
October 2009
James J. Green
Forget Chicken Little What's the current state of philanthropy? mark for My Articles similar articles
AFP eWire
November 16, 2010
National Philanthropy Day(R) More Important Than Ever Officially celebrated on Nov. 15, people around the globe are coming together to recognize the extraordinary accomplishments that philanthropy -- and those involved in the philanthropic process -- have made to the world. mark for My Articles similar articles
AFP eWire
December 4, 2006
Slate Philanthropy Conference Focuses on Partnerships, Leadership A range of new ideas and viewpoints emerged at the recent Slate 60 Conference on Innovative Philanthropy, many of them focusing on the need for government-private sector partnerships, emerging technologies and an investment philosophy to tackle large-scale problems. 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
Financial Planning
November 1, 2005
Jim Grote
A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations. mark for My Articles similar articles