Results for "charitable giving"

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Fidelity Charitable promotes Danforth to president

February 26, 2014

Amy N. Danforth has been promoted to president of Fidelity Charitable, an independent charitable organization that also features a donor-advised program. In the new post, Ms. Danforth will handle Fidelity Charitable’s daily operations. “As...

Charitable deduction gets strong backing in Senate

January 24, 2014

The likely next chairman of the Senate Finance Committee and 32 other senators from both parties are calling for the protection of tax deductions for charitable giving if Congress embarks on comprehensive tax reform. In a letter, dated Thursday...

Merrill offers new charitable investment for ultra wealthy

January 2, 2014

Bank of America Merrill Lynch is hoping that a new product offering will give wealthy clients the chance to see a monetary return on their philanthropy by investing in a program to rehabilitate ex-convicts. The firm launched its first so-called...

Charitable IRA provision: Time is now

December 8, 2013

Once again, the qualified-charitable-distribution provision is set to expire at year-end. Not taking advantage of this provision could be costly for high earners due to the 2013 tax increases affecting these clients. In fact, not using the QCD...

With markets on a tear, advisers see strong year for charitable giving

December 4, 2013

As the U.S. heads into its peak annual giving season, Americans feel bombarded with donation requests, but on the whole, they are digging deeper. Financial advisers said their clients this year are more confident about their financial future...

Harsh tax environment complicates giving

November 26, 2013

Wealthy clients are likely feeling charitably inclined this time of year, but advisers take note: Not all charitable giving vehicles are created equal. This year's harsh tax environment is playing a role in donors' decisions to sell appreciated...

Tax traps to avoid for year-end charitable donations

October 31, 2013

It's time again to consider year-end charitable donations, and experts warn that there are tax traps aplenty for the unwary. Major changes that kicked in this year, thanks to the American Taxpayer Relief Act of 2012, likely will result in increased...

Icahn escalates Twitter battle with Gross over giving

October 28, 2013

Days after Pacific Investment Management Co.'s Bill Gross urged Carl Icahn to dedicate more time to helping people instead of pushing Apple Inc. to buy shares, Mr. Icahn shot back that Mr. Gross should join him in pledging to give at least half...

Giving talk: Go holistic

October 20, 2013

Want to engage your clients and pave the way for a long-lasting relationship? Try discussing their philanthropic goals. Though nine out of 10 financial advisers, and trust and estate attorneys, discuss philanthropic giving with their clients,...

Giving back, not giving up

October 13, 2013

Maj. Dan Rooney, USAF (ret.), a former F-16 pilot and Professional Golf Association player who founded The Folds of Honor Foundation, pointed out the irony of charitable giving. “When you reach out to help someone in need, you are actually...

Advisers falling short when it comes to talking philanthropy with clients: Survey

October 9, 2013

Want to engage your clients and pave the way for a long-lasting relationship? Try discussing their philanthropic goals. Though nine out of 10 financial advisers, and trust and estate attorneys, discuss philanthropic giving with their clients,...

Advisers honored for giving back to communities

September 22, 2013

The extraordinary commitment of 15 financial advisers to their local and global communities shined last Thursday at the seventh annual Community Leadership Awards in New York. The awards, which include $150,000 donated to the charities that...

Advisers honored for giving back to their communities

September 20, 2013

The extraordinary commitment of 15 financial advisers to their local and global communities shined Thursday night at the seventh annual Community Leadership Awards in New York, an event designed to highlight the charitable work of the advice...

Advisers recognized for giving back to their communities

September 19, 2013

A spotlight was on 15 financial advisers for their extraordinary commitment to their communities and five were singled out for special honors at the seventh annual Community Leadership Awards in New York on Thursday night. Awards in five categories...

Cantor's Lutnick recalls 9/11, start of $270 million disaster fund

September 11, 2013

On Sept. 11, 2001, Howard Lutnick, the chief executive of Cantor Fitzgerald LP, lost 658 employees, including his brother, at the World Trade Center. Three days later, he began rebuilding Cantor so that it could take care of the victims' surviving...

Community Leadership Awards finalists announced

July 31, 2013

The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the seventh annual Community Leadership Awards. The awards, which will be presented Sept. 19, honor financial advisers who make a difference in their...

Charity rose in first half

July 28, 2013

Charitable giving rose during the first half of the year as financial advisers made tax planning a greater focus amid stock market gains that raised the specter of stiff capital gains levies. Contributions to charitable accounts and grants to...

Spooked by higher taxes, investors give more away

July 22, 2013

Charitable giving rose during the first half of the year as advisers made tax planning a greater focus amid stock market gains that raised the specter of stiff capital gains levies. Contributions to charitable accounts and grants to organizations...

Douglas Bauer: What to look for when picking a charity

June 17, 2013

Douglas Bauer, The Clark Foundation

Invest in Others awards four advisers grants to bolster their causes

June 12, 2013

The Invest in Others Charitable Foundation has recognized the efforts of four financial advisers, awarding them each with $5,000 to go toward their charitable endeavors. Invest in Others, which initially was established by top brass at LPL Financial...

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