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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. |
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. |
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 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. |
Inc. December 2006 Daniel Akst |
Foundations R Us You can give it away as smartly as you made it. |
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. |
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. |
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. |
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. |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
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. 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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Advisor September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving. |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
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. |
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. |
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. |
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. 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 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. |
Financial Planning April 1, 2008 Jim Grote |
The Philanthropic Planner Robert Thompson's financial planning firm, Sage Financial, openly promotes philanthropy to its clients. |
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 December 1, 2006 Suzanne McGee |
Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets. |
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. |
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. |
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. |
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. |
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. |
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. |
Investment Advisor October 2009 James J. Green |
Forget Chicken Little What's the current state of philanthropy? |
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. |
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. |
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 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. |