Year-End Philanthropy Special Report

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  Philanthropy Focus: Page Snow on Private Foundation Fundraising

  By Michael S. Fischer  |  December 22, 2011

  Private foundations that actively raise funds are usually thought to need extra money. Now, this notion is being turned on its head, according to Page Eberstadt Snow of Foundation Source, the private foundation outsourcing firm.

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  Philanthropy Focus: 10 Creative Ways to Use Your Private Foundation

  By Michael S. Fischer  |  December 21, 2011

  Berit Ashla, a San Francisco-based philanthropic director of Foundation Source, the private foundation outsource company, lists options available to unleash the most bang out of your foundation's dollars.

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  5 Online Tools to Facilitate Charitable Giving

  By Michael S. Fischer  |  December 20, 2011

  Many donors, especially those who are planning large gifts, want to know how to make their gifts more effective or to fill gaps in funding. Several online providers can meet these needs.

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  Wealthy Women Chief Decision Makers About Charitable Giving

  By Michael S. Fischer  |  December 15, 2011

  Women are different from men in many respects, not least in their influence over charitable giving decisions, according to the Bank of America Merrill Lynch 2011 Study of High Net Worth Women's Philanthropy, released Monday.

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  Tax and Philanthropy Focus: Year-End Giving Made Easy

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 13, 2011

  Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.

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  Philanthropy Focus: Schwab Charitable Reports 76% Jump in Contributions

  By James J. Green, AdvisorOne  |  December 13, 2011

  Schwab donor advised fund’s Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.

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  Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; Investing

  By Marlene Y. Satter, AdvisorOne  |  December 13, 2011

  At Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.

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  Philanthropy Focus: A Warning for Volunteer Board Members

  By Jim Hageman, ACE Private Risk Services  |  December 13, 2011

  Wealth managers can play a key role in making sure their HNW clients' philanthropic activities don't come back to bite them.

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  Philanthropy Focus: DAFs Get a Nod From Treasury

  By Michael S. Fischer  |  December 12, 2011

  A Treasury report of donor-advised funds finds that their payouts are not below average, but a powerful critic was not assuaged.

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  Philanthropy Focus: US Bank and the UHNW, Pt. 2—Entrepreneurs

  By Marlene Y. Satter, AdvisorOne  |  December 12, 2011

  Michael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.