Results for "charitable giving"

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Wall Street firms band together to support a headhunter's cause

August 6, 2014

By definition, being a headhunter puts me in an adversarial relationship with some firms (working against them), while at the same time puts me in an alliance with others (placing advisors with them). But even in the cutthroat culture of adviser...

Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

July 23, 2014

The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the eighth annual Community Leadership Awards. The awards recognize the philanthropic work financial advisers perform in their communities and around...

Charitable giving bolstered by improving economy

July 15, 2014

Numbers for Schwab Charitable, a national donor-advised fund where investors receive immediate tax benefits but make grants over time to their chosen charities, has grown tremendously during its fiscal year 2014. Individuals granted out $822...

Carl Icahn advises caution in the equity markets

July 11, 2014

Carl Icahn used yesterday's market reaction to Portugal's banking crisis to remind investors that stocks are in risky territory. When the billionaires get nervous, take notice. 'I'm very selective about companies I purchase' Low-volatility and...

Giving gains traction – and closes in on 2007 record

June 17, 2014

Every Thanksgiving, Bert Whitehead, a financial planner of 42 years and president of Cambridge Connection in Franklin, Mich., and his family sit around the dinner table and one by one name a charity they want to give to and why. Then they go...

Wealthy seek to pass on family values through philanthropy

June 3, 2014

Conversations advisers are having with wealthy clients about philanthropy these days have a lot less to do with how much they can afford to donate and much more about ways to include the whole family in giving. Wealthy clients want to bring...

Ways and Means to vote on extending deduction for IRA charitable contributions

May 27, 2014

The tax-writing committee in the House of Representatives is scheduled to vote later this week on legislation that would make permanent a tax deduction for charitable contributions from individual retirement accounts. The measure will be one...

Community Leadership Awards deadline extended

April 24, 2014

Nominate an adviser for a Community Leadership Award — the deadline has been extended through April 28. Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category...

Community Leadership Awards: Deadline is today

April 23, 2014

Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category winners will receive a $20,000 donation to the charity they support. Visit to submit...

The three levels of community involvement and how they can pay off

April 18, 2014

About two decades ago, my business partner and I were having a discussion about the growth of our company when the conversation drifted to the volunteer work we'd been doing. At some point, we both came to the realization that our involvement...

Deadline fast approaching for Community Leadership Awards nominations

April 17, 2014

Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category winners will receive a $20,000 donation to the charity they support. Visit to submit...

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,...

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