Jan 25, 2012
By Jerry Gleeson
Contributions to Fidelity Charitable, the custodian and discount brokerage’s donor advised fund, hit a record of nearly $2.9 billion last year, the fund says. And the influence of financial advisors in managing their clients’ money appears to be making itself felt as well; ...
Dec 21, 2011
By Charles Paikert
The giving season is here, but what’s being given, at least by philanthropic-minded high-net-worth clients, is changing.
The standard gift to a charity or foundation has traditionally been a highly-appreciated, publicly-traded security. But increasingly, wealthy clients are donating non-cash assets such as diverse as private property, businesses to even commodities such as soybeans or timber. ...
Jul 11, 2011
By Conrad Teitell & Heather J. Rhoades
Jul 11, 2011
By Douglas Moore
May 4, 2011
By Jerry Gleeson
Affluent households with philanthropic inclinations are giving more than just cash these days. Officials at the two top donor advised funds in the United States, at Fidelity Investments and Schwab Charitable, say that complex assets are making their way into their coffers. ...
Apr 29, 2011
By Robert F. Sharpe, Jr, President of the Sharpe Group, Memphis, Tenn.
Postponed income tax rate increases and deduction limits, a moratorium on phase-outs of exemptions, lower estate and gift tax rates coupled with higher exemption levels and other changes are acting as catalysts for prudent planning between now and the end of 2012....
Apr 5, 2011
By Charles Paikert
Wealth managers don’t have to be experts when it comes to philanthropy, but they do need to be empathetic and knowledgeable about charitable giving, according to industry leaders who will be addressing the annual conference of the International Association of Advisors in Philanthropy in suburban Chicago later this month....
Mar 3, 2011
BY ROBERT F. SHARPE, JR., PRESIDENT OF THE SHARPE GROUP, MEMPHIS, TENN.
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Act) created a major change that came as a surprise to many observers....
Feb 7, 2011
BY LAURA H. PEEBLES, TAX DIRECTOR IN THE WASHINGTON, D.C. OFFICE OF DELOITTE TAX LLP
Tax benefits are a notable “side effect” of philanthropy...
Jan 18, 2011
By Jerry Gleeson
Double-digit market returns in 2010 helped boost Americans’ charitable spirit, with top donor advised funds reporting new records in charitable contributions, industry executives report. ...
Dec 1, 2010
Jerry Gleeson
When entrepreneurs look for someone to turn to for advice on philanthropy, financial advisors are low on the list, according to a recent survey by the...
Nov 11, 2010
By Jerry Gleeson
Most wealthy families say they won't change their chartible giving behaviors based on tax increases, but some advisors say it's still a good idea to write your check this year rather than next....
Nov 9, 2010
By Jerry Gleeson
Bah, humbug. The latest study of charitable giving among America’s high-net-worth households shows a marked decline in generosity, according to a 2010 Bank of America Merrill Lynch report. ...
Sep 9, 2010
By Richard A. Behrendt, Senior Estate Planner, Robert W. Baird & Co.
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010....
Aug 12, 2010
By Jerry Gleeson
Want to keep maanaging assets your wealthy clients intend to give away? Learn the business of charitable giving....
Jun 7, 2010
By Jerry Gleeson
Americans will be feeling more generous this year, according to a projection from the Center on Wealth and Philanthropy at Boston College. After falling off in 2009, charitable giving by individuals in the United States is expected to increase this year by 3 to 4.5 percent, the center estimates. ...
Apr 1, 2010
By Jerry Gleeson
Foundations hold a commanding share of donated wealth in America, but a less well-known vehicle for funding charitable causes is growing rapidly in popularity: donor advised funds....
May 1, 2009
By John Churchill
The Faith-Based Advisor...
May 1, 2009
By David A. Geracioti
Micro Lender...
May 1, 2009
By Kristen French
The Orphan's Angel...
May 1, 2009
By Christina Mucciolo
The Generous Sportsman...
May 1, 2009
By Halah Touryalai
From a giving tradition...
May 1, 2009
By David A. Geracioti
Patient Turned Benefactor...
May 1, 2009
By John Churchill
The party philanthropist...
May 1, 2009
By Christina Mucciolo
The conservationist...
