Updated Sunday, May 19, 2013 as of 3:50 AM ET
“To some of our clients, this is what it’s all about,” said Bill Sutton, Jr., head of philanthropic services at UBS Financial services, after playing a commercial from Operation Smile at the IMCA annual conference. “This is what their kids care about, this is what their grandkids care about.”
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More in Philanthropy
The Financial Planning Association and the Foundation for Financial Planning are joining forces to boost the organizations’ pro bono efforts. more »
The Internal Revenue Service is warning potential donors to beware of charity scams operating in the wake of the explosions last week at the Boston Marathon and a Texas fertilizer plant. more »
A group representing charitable organizations said it is concerned about a proposed cap to the charitable tax deduction included in President Obama's budget plan. more »
A coalition of charities has expressed concerns about a Senate budget proposal that could potentially place a limit on charitable deductions. more »
What's worse than battling with a loved one over money? Watching another couple argue about money ... right in your conference room. more »
After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity. more »
As we head into the 2013 tax season, advisors should tell clients to be sure they won’t be hit with a Durden-style disallowance more »
Taxes and the economy colluded to make 2012 a record year for grants and contributions. more »
Potential tax increases influence timing and structure of gifts but not so much the amount, according to Bank of America’s study of High Net Worth Philanthropy more »
Baird's director of estate planning reminds clients that just because they can make large tax-free gifts this year, doesn’t mean they should. more »
Having trouble convincing your clients to think charitably? If so, you might want to mention that a number of studies have shown that people who give to causes they believe in find that doing so feels good, really good, according to Eileen Heisman, president and CEO of the National Philanthropic Trust in Jenkintown, Pa, which manages donor-advised funds. more »
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