Charitable Planning

[1]  17 18 19 20 21 22  [22]

Private Foundation Creation Easier Than Many Believe

by

Establishing a private foundation can be less expensive than many advisors and their clients think, with an initial contribution as low as $500,000.

Holidays Bring Good Tithings To U.S. Charities Favored By Elites

by

Groups connected to higher education, medical research and cultural institutions are flush, but charities that rely on smaller individual gifts are lagging behind.

Affluent Americans Giving Back For The Holidays

by FA Staff

Most affluent Americans are increasing or maintaining their holiday spending, a new study says.

The 10 Largest Charitable Donations Of 2014

by PW Staff

U.S. philanthropists took eight of the top 10 spots in a list of the 10 largest single charitable donations of 2014.

#GivingTuesday Is A Hit

by

Charitable donations made on #GivingTuesday and awareness of the day have increased, supporters say.

AssetMark Donates $100,000 To Foundation For Financial Planning

by FA Staff

AssetMark announced it will donate $100,000 over five years to the Foundation for Financial Planning.

Private Foundations Recover From Recession

by

Private foundations have experienced growth in asset levels since 2008, but not all have recovered at the same rate, a new study says.

Charitable Gifts That Yield More Than A Tax Deduction

by

Columnist Dan Moisand encourages advisors and their clients to consider charitable giving and describes many options, including the Foundation for Financial Planning.

Schwab Charitable Grants Continue To Grow

by FA Staff

Donor-advised fund grants made through Schwab Charitable increase for first quarter.

A Bigger Giving Tree

by Karen DeMasters

Better markets are making donors and charities more confident.

Charitable Giving Is Growing, According To Two Studies

by

Despite market uncertainty, charitable giving by those with at least $1 million is growing, says U.S. Trust and UBS.

Top 10 Most Charitable Cities

by FA Staff

Seven of the top 10 most generous cities increased their giving, while three cities experienced declines, according to the Chronicle of Philanthropy report.

Poor Give More, Wealthy Give Less, Study Says

by FA Staff

As a proportion of their income, the poor and middle class are increasing their philanthropy, while the rich are decreasing their giving.

Five Advisors Recognized For Charitable Service

by FA Staff

The Invest In Others Charitable Foundation has recognized five financial advisors for their efforts to improve their communities.

Raymond James Gives Back

by FA Staff

Raymond James advisors and associates volunteered close to 4,000 hours for 90 organizations.

Detroit Brings Bankruptcy Plan To Court With Billionaires

by

Detroit’s plan to fix its finances with hundreds of millions of dollars in private donations comes years after the U.S. automotive capital got hooked on philanthropy to rebuild the city.

Fidelity Charitable Distributes $1.1 Billion So Far This Year

by FA Staff

Fidelity Charitable distributed more than 250,000 grants totaling nearly $1.1 billion during the first six months of 2014, a 19 percent increase from the same period last year.

Schwab Charitable Reports Surge In Grants

by FA Staff

Individuals granted out $822 million in fiscal 2014 to more than 34,500 charities, an increase of 38 percent from a year earlier.

CFA Institute Chief: Financial Industry Needs Long-Term Thinking

by

CFA Institute President and CEO John Rogers called for a new era of “fiduciary capitalism" that considers the long-term outcomes for society.

Socially Responsible Shopping Edges Out Donations, Survey Says

by FA Staff

Consumers are choosing to purchase brands based on their companies' social responsibility over giving to charity, according to a recent study.

[1]  17 18 19 20 21 22  [22]