Lorie Konish | Apr 30
Financial advisors underestimate their clients’ interests in philanthropy, and consequently miss out on opportunities to tap into those passions and expand those relationships.
Samantha Allen | Apr 24
The Financial Planning Association and the Foundation for Financial Planning are joining forces to boost the organizations’ pro bono efforts.
Michael Cohn | Apr 23
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.
Michael Cohn | Apr 11
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.
Mar 22
Helping clients with charitable planning changes the conversation and the dynamic of the client-advisor relationship says advisor coach Matthew Halloran.
Michael Cohn | Mar 18
A coalition of charities has expressed concerns about a Senate budget proposal that could potentially place a limit on charitable deductions.
Margarida Correia | Mar 11
More than one in five worry they may not be doing enough to make a difference, with 82% subscribing to the belief that greater wealth brings a greater obligation to be philanthropic.
Paula Vasan | Mar 10
What's worse than battling with a loved one over money? Watching another couple argue about money ... right in your conference room.
Editorial Staff | Mar 01
After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.
Donald Jay Korn | Feb 07
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
Mason Braswell | Jan 29
Taxes and the economy colluded to make 2012 a record year for grants and contributions.
Mason Braswell | Dec 13
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
Mason Braswell | Dec 10
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.
Dec 03
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.
Ann Marsh | Nov 29
These record levels are expected to continue through the end of the year as individuals and their advisors seek to meet charitable giving priorities while also navigating the uncertain outlook for taxes given the expiration of the Bush-era tax cuts at year’s end, according to Schwab.
Ann Marsh | Nov 19
Want to have deeper conversations with your clients? Start talking about philanthropy, says one expert.
Mason Braswell | Oct 31
High net worth individuals are relying more on advisors and structured products to reach philanthropic goals, according to Bank of America commissioned study.
Margarida Correia | Oct 26
Most Americans, 81%, say they plan to give the same or more to charity this year, up nine and 18 percentage points from 2011 and 2010, respectively.
Mason Braswell | Oct 04
A sign of confidence in the economy and charitable values, more than three-fourths expect to continue or increase giving by 2017.
Sep 10
Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.
Ann Marsh | Sep 01
CPA teaches other accountants to also become planners.
Aug 08
Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.
Ann Marsh | Aug 01
Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.
Scott Wenger | Aug 01
FP's Pro Bono Planners of the Year Awards celebrate the idea that planning is worth sharing.
Margarida Correia | Jun 19
Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This represents a missed opportunity for everyone.
