Philanthropy

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  In Giving Season, Reminders From IRS; Guidance From CFP Board

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  December 12, 2012

  Timely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.

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  Stadion Offers TDFs With ERISA 3(38) Protection

  By Danielle Andrus, AdvisorOne  |  December 7, 2012

  Stadion Money Management, an asset manager based in Watkinsville, Ga., announced Tuesday that it is offering ERISA 3(38) fiduciary management on its target-date funds.

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  Bank of America Explores Social Impact Bonds, Report Says

  By Michael S. Fischer, AdvisorOne  |  December 4, 2012

  Bank of America may be about to take up a newly popular way to blend business and philanthropy, The Charlotte Observer reports.

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  Year-End Tax Strategy: Pairing a Roth Conversion With a DAF

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 4, 2012

  A year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.

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  Americans to Maintain Charitable Giving This Holiday Season, Red Cross Finds

  By Michael S. Fischer  |  November 28, 2012

  According to a survey by the American Red Cross, 78% of those who gave to Hurricane Sandy relief efforts and 90% of contributors to political causes during the election will not reduce their giving to nonprofits this holiday season.

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  Advisors Giving Back: Commonwealth’s Nelson Ball Does It All

  By Janet Levaux, AdvisorOne  |  November 28, 2012

  Financial advisor Nelson Ball has found many ways to support his community and a variety of causes.

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  What HNW Familes Can Do Before Taxes Shoot Up

  By Gil Weinreich, AdvisorOne  |  November 28, 2012

  If you had any thoughts of selling your stocks between now and 2017, doing so within the next month may be strongly advisable from a tax point of view, says Wilmington Trust.

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  5 Smart Approaches to Charitable Giving This Holiday Season

  By John Sullivan, AdvisorOne  |  November 27, 2012

  With so much tax and fiscal uncertainty, Schwab Charitable’s Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.

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  New Index Is the Kinder, Gentler S&P 500

  By Michael S. Fischer  |  November 20, 2012

  Modeled on the S&P 500, the S&I 100 aims to identify high-impact results for donors.

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  Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors

  By Olivia Mellan  |  November 20, 2012

  Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."