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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...

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...

When is a $1M meal a bargain? When it's with Warren Buffett

June 8, 2013

Warren Buffett's annual lunch auction, a fundraiser for San Francisco's Glide Foundation, raised about $1 million, less than a third of last year's total. The event drew 106 bids from 8 people, according to EBay Inc.'s website. The winner, who...

FPA reorganizes pro bono efforts

April 24, 2013

The Financial Planning Association today announced that it has enlisted the help of the Foundation for Financial Planning to coordinate its members’ pro-bono efforts. Under the terms of the arrangement, the foundation will take the reins on...

Higher taxes, yes, but more donating too

April 18, 2013

The American Taxpayer Relief Act of 2012 brought higher income taxes, but it also set the stage for more charitable giving by the wealthy. The bill that averted the fiscal cliff saved the nation from sequestration at the beginning of 2013. Its...

SEC: Charity helping orphans a scam

February 10, 2013

The Securities and Exchange Commission has accused a Vero Beach, Fla., couple of hoodwinking senior citizens out of $75 million in a charitable-gift-annuity scheme. The SEC on Feb. 4 filed suit against Richard K. Olive and Susan L. Olive in...

Crowd funding presents a new area of tax planning expertise

January 30, 2013

Crowd funding is forecast to grow in popularity this year, leading to an added demand for specialized tax advice. The latest evolution in “passing the hat,” crowd-funding portals allow people to help back a project or a burgeoning company...

Dollar cap most uncharitable

December 9, 2012

Nonprofit groups sent hundreds of representatives to Capitol Hill last week to warn lawmakers that limiting the tax deductibility of charitable gifts as an element to avoid the fiscal cliff would hurt Americans dependent on charities for vital...

Dollar cap on deductions would have 'devastating impact' on charitable giving

December 3, 2012

Washington's talk of eliminating or changing the tax deductibility of charitable gifts as part of a solution to the fiscal cliff has charities rallying its troops. A close look at the two most discussed options shows that one would vastly curtail...

Giving to donor-advised funds explodes, Schwab reports

November 27, 2012

The uncertainty about tax rules for next year has helped to fuel a 75% increase in contributions to Schwab Charitable's donor-advised fund over the past several months. The fund's chief expects no letup through the end of 2012. Contributions...

U.S. charities might be another victim of fiscal cliff

November 25, 2012

Although the holidays are the season of giving, heading into the crucial month of December, the impasse on tax policy in Washington is clouding the picture on Americans' plans for charitable giving. From charities' perspective, the good news...

Many wealthy skip tax benefits, give posthumously

September 30, 2012

Many rich Americans are choosing to make their largest charitable contributions only after they are sure they won't need the money. In short, they are giving after they are gone. The current economic malaise, the rocky investment markets, un-certainty...

Facing possible estate tax, investors stick to sidelines

September 25, 2012

About 15 million households soon could end up with estate tax liabilities, but many wealthy individuals in this scenario are not yet putting plans in place to minimize them. Today, individuals are allowed a $5.12 million federal estate tax exemption,...

What you get is what you give

September 23, 2012

I have never considered myself a slacker. My workday generally be-gins at 4 a.m. and is consumed mostly by — well, work. Weekends are usually reserved for chores, spending time with my family and doing my best to keep up with all the demands...

Memorable memorials

September 16, 2012

Clients looking to establish a financial memorial in the name of a loved one should set a goal and timeline for the fund and then team with an appropriate community foundation or nonprofit to administer the funds, an adviser recommends. “Find...

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