Charitable Planning

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Danforth Becomes President Of Fidelity Charitable

by FA Staff

Amy Danforth heads Fidelity Charitable, a public charity and donor advised fund.

Colleges Receive Record $33.8 Billion In Donations

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Donations to U.S. colleges and universities rose 9 percent to a record $33.8 billion in the year through June as stock market gains fueled giving.

Finra And United Way Announce $1.2 Million In Grants

by FA Staff

Finra and United Way Worldwide announce more than $1.2 million in grants to nine recipients as part of the Financial Education in Your Community initiative.

The Road To Amazing Growth

by Ben Mattlin

Peter Mallouk’s Kansas firm has become a $10 billion powerhouse in less than 10 years.

Fidelity Reports 29% Increase In Charitable Giving

by Fa Staff

Grants to not-for-profits increased to $2.1billion last year from $1.6 billion in 2012.

Schwab Charitable Giving Soared In 2013

by FA Staff

Donations through the donor-advised fund, Schwab Charitable, grew to $742 million last year.

How To Make The Most Of Philanthropy

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Financial advisors can help their clients make the most of charitable donations through high-impact giving.

Raymond James Offers 12 Financial Resolutions For 2014

by FA Staff

New Year’s resolutions are typically about eating less and exercising more. Raymond James suggests focusing on fiscal health.

Pershing Expands Donor-Advised Funds Platform

by FA Staff

Pershing advisor clients can create their own, private-label donor-advised fund.

Advisors Should Address ‘The What, Who And How’ Of Philanthropy

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Financial advisors can become more valuable resources for clients if they initiate a conversation about philanthropy, the head of Vanguard Charitable says.

Financial Advisor Gives Clients $100 Each To Perform Random Acts Of Kindness

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Advisor Theresa Hannon sent letters with $100 bills tucked inside to 90 clients.

Double Duty

by Ben Mattlin

Carefully managed charitable contributions can boost retirement income.

Gross Says America’s Privileged 1% Should Pay Higher Taxes

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Pimco’s Bill Gross said that wealthy Americans, having reaped the benefits of favorable tax treatment, should be willing to pay a greater share to bolster the prospects of the working class.

Triad Advisors Raises Funds For Wounded Military Heroes

by FA Staff

Wounded veterans will get all-terrain wheelchairs thanks to money raised from the firm’s advisors and partners.

Nobel Foundation Seeks Charity As Hedge Funds Aren’t Enough

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The Nobel Foundation, which said last year it was using hedge funds to help boost capital, is now considering charitable donations after previous strategies failed to bring in enough money.

Commonfund Makes Three Appointments To Lead Multi-Asset Program

by FA Staff

Steven Snyder, Michael Strauss and Marc Bernhardt will enhance service to nonprofits.

Schwab Charitable Reports 55% Increase In AUM

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Grants to charities totaling more than $600 million were a 12 percent boost over the prior year.

Supreme Court Decisions Bring Financial Advantages For Gay Clients

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The U.S. Supreme Court decisions that strike down the federal Defense of Marriage Act and basically permit gay marriage in California offer financial benefits for same-sex couples.

Donor-Advised Funds' Growth Continues

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The number of grants and total amount of money given from donor-advised funds to charities have continued to grow, says Fidelity Charitable.

Lehman Reaches Beyond Grave to Grab Millions From Nonprofits

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Almost five years after Lehman Brothers Holding Inc...

[1]  17 18 19 20 21 22  [22]