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The Motley Fool July 7, 2006 Dan Caplinger	Giving Until It Helps Planning a gift to charity can make a good thing even better for investors.
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.
On Wall Street September 1, 2009 Martin Shenkman	Ingenious Ways to Keep Giving When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. But today, you need to show clients that with a little ingenuity, they can still give generously.
AFP eWire December 1, 2009	High Fundraising Standards Big Factor in Public Trust Ethical fundraising is the number one reason people come to trust a particular charity, according to a recent survey.
Financial Planning August 1, 2009 Martin M. Shenkman	Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances.
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.
BusinessWeek August 20, 2007 Deborah L. Jacobs	School Gifts That Skip Uncle Sam Well-off relatives can set up a HEET to pay tuition for one generation or many.
AFP eWire July 13, 2006	What's the Strangest Gift You've Ever Received? Well intentioned or not, donors will give nearly anything to charity.
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.
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.
Registered Rep. June 2, 2015 Carol Kroch	Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications.
The Motley Fool October 23, 2006 Dan Caplinger	Give Back to Your Community Serving on a charitable board takes hard work but pays back big dividends. If you choose to join a charity's board of directors, here are some things to consider.
AFP eWire October 25, 2011	New Web Portals Turn Birthdays, Anniversaries or Holidays into Fundraising Events In the era of social networking, there are many new online tools that supporters can use to spread the word about your organization and creatively turn well wishes and gifts into donations for worthy charitable causes.
Investment Advisor December 2009 Tere D'Amato	Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities.
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.
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. November 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
The Motley Fool January 3, 2007 Dan Caplinger	Make a Charitable Pledge Think now about your gift-giving strategy for 2007.
The Motley Fool October 20, 2006 Dan Caplinger	Make Your Match! Double the power of your charitable giving. Many employers encourage their employees to make donations to charity by offering to match their donations.
AFP eWire October 12, 2004	New Giving Strategy Allows Donors to Control Fund Management The Internal Revenue Service (IRS) has approved a new way for donors to give to charity but manage the contributed funds for up to a decade, according to a recent article in The Wall Street Journal.
AskMen.com June 23, 2002 Donald Morrison	Preparing Your Last Will & Testament The reality is -- like it or not -- that the world will continue to exist without you in it. And seeing as you won't want to give your loved ones the shaft just because you won't be around to enjoy life anymore, perhaps it's time to start making arrangements for your departure.
The Motley Fool November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
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.
The Motley Fool November 27, 2006 Dan Caplinger	Charities and Endowments In the same way that opening an investment account or buying your first mutual fund may signify your arrival at a new stage in your financial development, establishing a permanent endowment fund can be a major milestone in the history of a charitable organization.
The Motley Fool December 17, 2004 Selena Maranjian	When Charities Are Like Stocks Aim to get the biggest bang for your buck when donating.
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.
AFP eWire February 18, 2014	Major Gifts for Small Shops: The Major Gifts Challenge Amy Eisenstein has helped small and large nonprofits alike raise millions of dollars through major gift and capital campaigns, board development, annual fund campaigns, direct mail, and planned gift solicitation.
AFP eWire December 13, 2011 Mark Blumberg	What Should Fundraising Cost? While most in the nonprofit sector are aware that fundraising is necessary, much of the public at large sees it as a distraction from a charity's main purpose, rather than a function requiring investment.
Financial Planning February 1, 2007 John J. Bowen	Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients.
AFP eWire April 3, 2012	New Survey Looks at How Charities Are (And Are Not) Connecting With Donors in Canada Donors may surprise charities in some of the priorities they emphasize in their interactions with charities, according to What Canadian Donors Want, a new survey conducted by AFP of more than 1,000 donors across the country.
The Motley Fool December 11, 2007 Mary Dalrymple	Find More Money for Charity Read on for a few ideas for working philanthropy into the rest of the year, not just the holiday season.
Investment Advisor December 2009 Tere D'Amato	Checking It Out Questions to ask about charities.
AFP eWire July 16, 2013 Amy Eisenstein	Your New Year's Resolution for July: Two Hours Per Week and Five Simple Steps for Small Development Shops to Achieve Major Gift Success Have you ever wished you could raise major gifts but felt you don't have the courage, confidence, know-how, or, most important, the time?
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
AFP eWire July 25, 2005	Why People Give (And Do Not Give) to Charity A new study provides insight into why people give and do not give to charity and what organizations can do to convince them to support their programs.
AFP eWire November 6, 2006	Trust in Canadian Charities, Fundraising Remains Strong Nearly four out of five Canadians trust charities, and leaders of charities are some of the most trusted people in the country, according to the Muttart Foundation's survey of public attitudes about the charitable sector.
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.
AFP eWire	Charities Raising More Money, But Still Losing Donors For the first time in five years, charity respondents to the annual Fundraising Effectiveness Project survey saw positive gains in giving, but still continued to lose donors faster than they gained them.
AFP eWire December 8, 2014 Paul Nazareth	Three Free Tools to Help You Increase Donations This Holiday Season Here are three simple and free tools from the team at CanadaHelps that will help your charity amplify its voice, attract new donors, and raise more this Holiday season.
The Motley Fool November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
AFP eWire June 29, 2010	Wise Giving? Most Donors Spend Little Time Researching Charities Only about one third of donors surveyed recently said that they did any research before donating to a charity, and those that did looked at overhead ratios above all else.
AFP eWire January 22, 2007	Eight in 10 Give to Charity, but Average Giving Down 83% of Americans gave to charity in 2006, but the average annual contribution among those making gifts fell from $1,352 in 2005 to $1,220, according to a new poll.
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.
AFP eWire December 15, 2009	Despite Economy More Consumers Plan to Give Online in '09 than '08 Convio Inc. estimates that U.S. online giving to nonprofit organization will be more than $4 billion during the holiday season of 2009 as increasing numbers of people donate to charities via the web.
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 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.
On Wall Street February 1, 2011 Richard A. Behrendt	Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules.
AskMen.com Dan Carter	How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business.
Registered Rep. December 1, 2004 Kevin McKinley	Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion.
AFP eWire May 20, 2015 Andrew Watt	Comments of the Association of Fundraising Professionals on Cancer Charities Charged With Fraud by FTC AFP responded to the recent action by the Federal Trade Commission against three national charities, Cancer Fund of America, Children's Cancer Fund of America, and Breast Cancer Society.