Philanthropy

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  Michael Milken Probed by SEC for Guggenheim Ties: Report

  By John Sullivan, AdvisorOne  |  February 28, 2013

  In breaking news seemingly from 1987, the SEC is allegedly investigating whether the former junk-bond king violated his lifetime ban from the securities industry by acting as an advisor to Guggenheim Partners.

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  Endowed Chair Recognizes Women’s Major Role in U.S. Philanthropy

  By Michael S. Fischer  |  February 27, 2013

  A newly endowed chair at the Indiana University School of Philanthropy will focus research on women’s role in giving, volunteering and leadership of philanthropic organizations.

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  Broken Trusts: The Man Who Married His Wife Six Times

  By Joyce Hanson, AdvisorOne  |  February 25, 2013

  Manipulative parents, conditional love and hostile children create the conditions for incentive trusts that don’t work, as the case of the six-marriage man makes clear.

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  12 Non-U.S. Investors Who Pledged Half Their Wealth to Charity

  By Michael S. Fischer  |  February 25, 2013

  Billionaire families from eight countries have joined the Giving Pledge started in 2010 by Warren Buffett and Bill Gates.

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  Many Affluent Investors Unaware of How Tax Changes Could Hurt Them

  By Michael S. Fischer  |  February 20, 2013

  Affluent investors’ understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groups—with big differences between men and women—according to a Nationwide poll.

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  College Endowments Posted Negative Returns in FY2012

  By Michael S. Fischer  |  February 13, 2013

  The 2012 NACUBO-Commonfund Study of Endowments reported that institutional endowments returned an average -0.3%, net of fees, in the year ending June 30.

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  Top 10 Mega-Wealthy Donors in 2012

  By Michael S. Fischer  |  February 11, 2013

  The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.

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  Finding Income in Today’s World: Reverse Convertibles

  By Mike Patton  |  February 11, 2013

  In a zero-interest rate environment, using this strategy can provide monthly income.

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  Advisors Make a Positive Impact at Annual TDAI Conference

  By John Sullivan, AdvisorOne  |  February 7, 2013

  Too much wine and too many late nights gave way to helping hands at TD Ameritrade’s annual conference in San Diego.

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  Nonprofit Fundraising Eked Out 2% Growth in 2012: Blackbaud

  By Michael S. Fischer  |  February 7, 2013

  But online giving grew 11%, according to Blackbaud’s Charitable Giving Report.