Results for "charitable giving"

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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...

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...

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