Year-End Philanthropy Special Report

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  Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's Impact

  By Marlene Y. Satter, AdvisorOne  |  December 9, 2011

  Ascent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.

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  Philanthropy Focus: Page Snow on Advisors and 'Impact' Investing

  By Michael S. Fischer  |  December 8, 2011

  If you want wealthy clients, learn about a new trend of mission-related investments. Page Eberstadt Snow, Foundation Source's chief philanthropic officer, says private foundations are judging advisors by their expertise in this area.

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  Philanthropy Focus: What Your Clients (and You) Shouldn't Do

  By Marlene Y. Satter, AdvisorOne  |  December 7, 2011

  Philanthropy consultant Calvin Edwards on knowing your charitable giving limitations, and what clients shouldn't do.

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  Philanthropy Focus: What You and Your Clients Should Do

  By Marlene Y. Satter, AdvisorOne  |  December 6, 2011

  Philanthropy consultant Calvin Edwards suggests how advisors can best help clients achieve their charitable giving goals.

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  Philanthropy Focus: Maximize Client Charitable Giving, Pt. 2—Growth and Grants

  By Marlene Y. Satter, AdvisorOne  |  December 5, 2011

  Fidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.

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  Philanthropy Focus: When Giving Really Is Receiving

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 2, 2011

  Charitable annuities are a unique mechanism that can satisfy your client’s charitable objectives while providing them with the income they need in retirement.

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  DAFs on the Carpet: Should They Have Mandatory Payout Rates?

  By Michael S. Fischer  |  December 1, 2011

  Should Congress impose mandatory payout rates on donor-advised funds, similar to those required of private foundations? Ray Madoff, a professor at Boston College Law School, says yes.

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  Philanthropy Focus: A Special Report in the Season of Giving

  By James J. Green, AdvisorOne  |  December 1, 2011

  A month-long focus on charitable giving explores how advisors can help focus their clients’ philanthropy while building their businesses.

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  Top 10 Favorite Athlete-Philanthropists

  By Dan Berman  |  December 1, 2011

  Some might say sports stars make too much money, but many of them do what they can to help others in need.

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  Philanthropy Focus: Grant-Making Expert Challenges Baby Boomers’ Charitable Intent

  By Michael S. Fischer  |  November 29, 2011

  A recent study from Civic Ventures indicated that significant numbers of baby boomers are intent on starting their own nonprofit organizations or socially oriented enterprises over the next decade.