Year-End Philanthropy Special Report

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  Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & Vehicles

  By Marlene Y. Satter, AdvisorOne  |  November 28, 2011

  In this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client's—and their charity's—goals.

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  Philanthropy Focus: Expert Offers Tips to Make Year-End Giving Count

  By Michael S. Fischer  |  November 22, 2011

  NPT’s Eileen Heisman tells AdvsorOne how to make philanthropy ‘smart and strategic’ and not done just to beat the Dec. 31 deadline for tax purposes.

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  Financial Crisis Takes Toll on Social Justice Giving: Foundation Center

  By Michael S. Fischer  |  November 21, 2011

  The global financial crisis has disproportionately affected grant makers who work on issues ranging from human rights to environmental justice, and their recovery remains in jeopardy, according to a new report released last week by Foundation Center.

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  FINRA Warns BDs on Use of Senior Designations

  By Melanie Waddell, AdvisorOne  |  November 18, 2011

  FINRA is warning BDs to ensure that their supervisory procedures regarding use of certifications and designations in advising senior investors are in order, as protecting vulnerable customers continues to be a high regulatory priority for FINRA.

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  Kim Laughton of Schwab Charitable on Advisors & Philanthropy: Schwab Impact Video

  By John Sullivan, AdvisorOne  |  November 15, 2011

  Your clients will be making charitable donations, especially in this time of year. The head of Schwab Charitable discusses strategies advisors can use to be part of the philanthropic process.

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  Year-End Gift Giving Will Be More Modest—and ‘Meaningful’

  By Michael S. Fischer  |  November 14, 2011

  A study released Monday by World Vision indicates that 71% of American adults surveyed reported that they would spend less on holiday presents this year because of the current economic climate.

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  Donor Advised Funds: A Less Expensive Charitable Alternative?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 6, 2011

  Donor Advised Funds can allow your clients to align their planning and charitable aspirations.

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  Charities Under Obama Tax Plans Would Feel Some Pain: Study

  By Michael S. Fischer  |  November 4, 2011

  Tax code proposals would have limited short-term effects, but in long-term might hurt, Indiana University study finds.

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  Wall Street’s Top 10 Corporate Good Guys

  By Joyce Hanson, AdvisorOne  |  October 4, 2011

  The U.S. finance industry has taken a beating for its role in the economic crisis, but according to Corporate Responsibility magazine, there are still 10 good guys in the sector.

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  Favorite 10 Philanthropists: Carnegie, Oprah, Aguilera & More

  By Dan Berman, AdvisorOne  |  September 29, 2011

  Andrew Carnegie kicked off the idea of the rich elite giving back; so AdvisorOne humbly highlights 10 people—of the many to highlight—who used their wealth to help others.