Philanthropy

Foundation for Financial Planning Names New Leader
Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.
Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough. Read More »
Planners learn strategies for guiding soldiers and veterans on unique financial challenges. Read More »
Count Bill Gross among the world’s biggest philanthropists. Read More »
In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000. Read More »
"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein. Read More »
The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up. Read More »
Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money." Read More »
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients. Read More »
A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now. Read More »
Slide ShowsSee All »
Current IssueView Past Issues »
VideoSee All »
Conferences & EventsSee All »
Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY