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Registered Rep. January 18, 2011 Jerry Gleeson	Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions.
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?
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.
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.
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 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.
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.
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.
The Motley Fool December 10, 2004 Roy Lewis	Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works.
The Motley Fool October 21, 2005 Roy Lewis	Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works.
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.
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
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.
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.
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.
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 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.
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.
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood	Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations.
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.
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.
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.
The Motley Fool November 12, 2004 Roy Lewis	Charitable Donation Rules Are Changing The new tax act adds some complications to contribution requirements.
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood	Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work.
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 Sep/Oct 2014 Mary Stark-Hood	Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
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.
Financial Advisor February 2010 Eric L. Reiner	Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.
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.
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood	Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests.
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.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Registered Rep. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
The Motley Fool December 14, 2006 Dan Caplinger	12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice.
The Motley Fool November 17, 2006 Roy Lewis	Charitable Contributions, Beware! Be aware of the changes ahead regarding charitable contributions. Giving to charity is the right thing to do, and it benefits society as a whole. Don't stop donating just because Congress has ratcheted up the reporting requirements.
AFP eWire May 21, 2004	Gifts of Patents, Intellectual Property Under Congressional Microscope A provision in the JOBS (Jumpstart our Business Strength) Act, recently passed by the Senate, would limit a donor's deduction for gifts of intellectual property.
AFP eWire September 8, 2009	Ten Tips for Taxpayers Making Charitable Donations Here are the top ten things the IRS wants every taxpayer to know before deducting charitable donations.
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.
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.
The Motley Fool January 3, 2007 Dan Caplinger	Make a Charitable Pledge Think now about your gift-giving strategy for 2007.
The Motley Fool November 30, 2006 Buz Livingston	Charity Begins at Home Here is an overview of the different ways you can give your money away. Cash... Charitable IRA Rollover... Donor-advised funds... etc.
The Motley Fool December 16, 2005 Kessler & Moss	'Tis the Season for Tax Deductions After Hurricane Katrina, Congress hurriedly passed the Katrina Emergency Tax Relief Act of 2005, which offers some short-term charitable giving incentives that benefit anyone giving to any public charity -- hurricane-related or not.
The Motley Fool December 7, 2006 Mary Dalrymple	Give It All Away Some alternative ways to bestow your riches on a deserving charity.
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson	A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?
Registered Rep. April 1, 2008 Kevin McKinley	Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam.
AFP eWire May 27, 2008	Seeing Eye-to-Eye with Your Donor's Financial Adviser There are ways to collaborate with a financial adviser to fulfill the donor's goals of having a solid financial plan and making a lasting contribution to a favorite charity.
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?"