Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Socially Responsible Investing Rose During Downturn
By Marlene Y. SatterSRI assets grew during the economic downturn by a rate of 13%, from $2.71 trillion to $3.07 trillion, while overall assets just increased by 1%, according to a new report from the Social Investment Forum.
November 04, 2010
American Express Survey: Americans Trust Nonprofits to Address Societal ConcernsA new consumer survey released Monday by American Express showed that 71% of Americans trusted nonprofits more than they trusted the government or industry to address some of the most pressing concerns of the day.
November 01, 2010
Transparently Better?After the traumatic events of the last few years, some of your clients may be experiencing a crisis of confidence in our economic system, institutions and leaders.
October 29, 2010
Nonprofits Target Income, Donations and Expenses in 2010/11: SurveyThe U.S. and Canadian nonprofit sector is showing increasing interest in improving governance, planning and fundraising, and investing in training and equipment to enhance organizational...
October 29, 2010
At Schwab Impact, Clark Says, ‘Take Your Business to the Next Level’At the final day of the Schwab Impact conference in Boston, closing keynote speaker Daniel Gilbert, author of "Stumbling on Happiness," told us why we are happy--or not.
October 28, 2010
9 Best Foundations That Aid Education of Disadvantaged Students: Philanthropy StudyA report released Tuesday by the National Committee for Responsive Philanthropy examined the cycle of unequal educational access and opportunities faced by U.S. students from marginalized communities.
October 25, 2010
Are Diamonds Forever?Owning a beautiful diamond is one of life's great pleasures. With related investment values rising, losing it invites both emotional anguish and financial stress.
October 21, 2010
What U.S. Donors Plan to Spend in ‘Giving Season’: Fidelity SurveyThe majority of American donors plan to maintain their level of charitable giving in the fourth quarter, despite the volatile market and economic conditions, The Fidelity Charitable Gift Fund said Tuesday.