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BusinessWeek
March 7, 2005
Jessi Hempel |
When Givers Get Together "Giving circles" let you have more of a say in where your charitable dollars are going. But unlike traditional giving circles, these new philanthropic endeavors are distinguished by their hands-on approach.   |
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. |
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. |
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. |
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. |
Foundation News & Commentary
Jan/Feb 2005
Lee Draper |
Where the Money is: Tapping Overlooked Sources of Support for Nonprofits Where will the funding come from to enable nonprofits to serve more people? How can nonprofits find the capital to reorganize for greater efficiency and economies of scale or to invest in new ways to address growing social needs? |
Financial Planning
December 1, 2010
Suzanne McGee |
The New Philanthropy Betsy Dickey was startled and dismayed to realize how much she had to learn about what is involved in becoming a hands-on philanthropist rather than just a checkbook donor. |
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. |
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 Advisor
February 2010
Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
CRM
August 12, 2015
Gabe Cooper |
Why Nonprofits Deserve CRM Innovation With charitable giving exceeding $298 billion in the U.S. alone, it's time that software companies gave nonprofits the attention they deserve by creating technology that truly serves their needs. |
The Motley Fool
January 4, 2007
Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
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. |
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. |
Financial Advisor
May 2004
Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
Fast Company
August 2000
Tony Schwartz |
Life/Work - Issue 37 "There is a disturbing imbalance today between giving and getting." |
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? |
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. |
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. |
CRM
February 2010
Jessica Tsai |
Helping Hands The nonprofit sector needs CRM more than it knows, but its relationships are with donors, members, or activists - and technology is rarely a cause worth fighting for. Will the low cost of on-demand solutions finally allow nonprofits to embrace CRM? |
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. |
Financial Advisor
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
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. |
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. |
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. |
HBS Working Knowledge
September 15, 2008
Roger Thompson |
The Coming Transformation of Social Enterprise Social enterprise as an entity is primarily in the business of creating social value, regardless of whether it's for-profit or nonprofit. |
Foundation News & Commentary
Sep/Oct 2006
Bernholz, Fulton & Kasper |
Staying Ahead of the Technology Curve Here's how the latest technology trends could help community foundations serve their communities better. |
Inc.
October 1, 2000
Alessandra Bianchi |
Upstarts: Serving Nonprofits The New Philanthropy: People have more to give, so charities have more to do. And these start-ups are glad to help... |
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? |
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. |
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. |
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. |
CFO
January 10, 2007
Joseph McCafferty |
Misgivings Recent studies raise an uncharitable question: Is nonprofit accounting off track? |
Foundation News & Commentary
Sep/Oct 2004
Allison H. Fine |
Blending the Bottom Line Nonprofits and grantmakers must meet each other halfway to move toward outcomes-focused approaches to collaboration. |
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. |
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. |
Investment Advisor
December 2006
James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
AFP eWire
November 23, 2010 |
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. |
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. |
AFP eWire
November 29, 2010 |
Charities Seeing Slight Recovery in Giving, But Not Enough to Keep Up With Demand or Budget Cuts The small rebound hasn't been enough to help many nonprofits that are grappling with staff and service cuts even as demand for their services has increased. |
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... |
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.
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. |
AFP eWire
December 8, 2008 |
Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study. |
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. |
AFP eWire
January 31, 2012 |
What to Do When Foundations Have Walled Themselves Off From Your Organization What can you do when you come face to face with a wall built by a foundation to keep organizations like yours out? |
Financial Advisor
September 2004
Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving. |
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
Inc.
October 2004
Jess McCuan |
How To Give Your Money Away Here are some tips for finding a satisfying way to give back. |
