Philanthropy http://wealthmanagement.com/taxonomy/term/6604/more en Princeton's Neighbors Say to Heck With Freebies -- We Want Cash http://wealthmanagement.com/taxes/princetons-neighbors-say-heck-freebies-we-want-cash <div class="field-byline"> Elise Young </div> <div class="node-body article-body">Free lectures, admission to athletic games and concerts, even shuttles to Trader Joe’s are some of the perks that neighbors of Princeton University get from New Jersey’s only Ivy League school.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/taxes/princetons-neighbors-say-heck-freebies-we-want-cash" target="_blank">read more</a></p> http://wealthmanagement.com/taxes/princetons-neighbors-say-heck-freebies-we-want-cash#comments Taxes Philanthropy Mon, 02 May 2016 14:11:00 +0000 1172601 at http://wealthmanagement.com xmazepa/iStock/Thinkstock The Emergence of Blended Gifts http://wealthmanagement.com/philanthropy/emergence-blended-gifts <div class="node-body article-body">Robert F. Sharpe, Jr. explores ways to structure these planning vehicles. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/emergence-blended-gifts" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/emergence-blended-gifts#comments Estate Planning Philanthropy Public Thu, 21 Apr 2016 19:10:00 +0000 1165111 at http://wealthmanagement.com Little Difference Between Investment Banking, Wealth Management http://wealthmanagement.com/blog/little-difference-between-investment-banking-wealth-management <div class="node-body blog-body">Little difference between investment banking and wealth management, Americans worried about their finances, new Betterment board member and International Red Cross tangled in Panama Papers scandal.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/little-difference-between-investment-banking-wealth-management" target="_blank">read more</a></p> http://wealthmanagement.com/blog/little-difference-between-investment-banking-wealth-management#comments People Blogs High Net Worth Philanthropy Retirement Planning Careers The Daily Brief Thu, 14 Apr 2016 10:00:00 +0000 1158411 at http://wealthmanagement.com Post-Death Transactions Diverted Assets Away From Charity http://wealthmanagement.com/philanthropy/post-death-transactions-diverted-assets-away-charity <div class="node-body article-body">The Tax Court recently ruled against an executor who diverted assets away from the intended charitable recipient through a series of post-death transactions. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/post-death-transactions-diverted-assets-away-charity" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/post-death-transactions-diverted-assets-away-charity#comments Taxes Philanthropy Public Mon, 11 Apr 2016 20:09:00 +0000 1156201 at http://wealthmanagement.com Copyright Mark Wilson, Getty Images American Giving Doesn’t Stop at a Border http://wealthmanagement.com/estate-planning/american-giving-doesn-t-stop-border <div class="node-body article-body">Donors have a variety of options available when it comes to gifts to foreign charitable organizations.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/american-giving-doesn-t-stop-border" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/american-giving-doesn-t-stop-border#comments Estate Planning Philanthropy Public Fri, 01 Apr 2016 19:29:00 +0000 1148771 at http://wealthmanagement.com DAJ/Thinkstock Yale Endowment Tax Proposal Eyed by Cash-Strapped Connecticut http://wealthmanagement.com/taxes/yale-endowment-tax-proposal-eyed-cash-strapped-connecticut <div class="field-byline"> Janet Lorin </div> <div class="node-body article-body">Schools with funds of $10 billion or more -- affecting Yale only -- could face a tax on endowment income, according to legislation introduced in Connecticut this month.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/taxes/yale-endowment-tax-proposal-eyed-cash-strapped-connecticut" target="_blank">read more</a></p> http://wealthmanagement.com/taxes/yale-endowment-tax-proposal-eyed-cash-strapped-connecticut#comments Taxes High Net Worth Philanthropy Thu, 24 Mar 2016 12:37:00 +0000 1141751 at http://wealthmanagement.com Copyright Peter Spiro, Getty Images Beginning With The End in Mind: Clearing Barriers to a Successful Business Succession Plan http://wealthmanagement.com/philanthropy/beginning-end-mind-clearing-barriers-successful-business-succession-plan <div class="node-body article-body">Christopher P. Woerhrle discusses the tax hurdles an owner of a closely held business must overcome to attain a secure retirement. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/beginning-end-mind-clearing-barriers-successful-business-succession-plan" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/beginning-end-mind-clearing-barriers-successful-business-succession-plan#comments Estate Planning Philanthropy Public Wed, 23 Mar 2016 14:43:00 +0000 1140771 at http://wealthmanagement.com Fuzzy Numbers on Advisor Misconduct http://wealthmanagement.com/blog/fuzzy-numbers-advisor-misconduct <div class="node-body blog-body">Wolves of Wall Street everywhere? Not quite. There’s a time and place for crowdfunding, Judge Merrick Garland’s investments, and Bloomberg’s brackets for a cause.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/fuzzy-numbers-advisor-misconduct" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fuzzy-numbers-advisor-misconduct#comments Industry People Alternative Investments Blogs Equities Philanthropy The Daily Brief Fri, 18 Mar 2016 10:00:00 +0000 1136721 at http://wealthmanagement.com Increasingly, Women Control Wealth and Charities Benefit http://wealthmanagement.com/high-net-worth/increasingly-women-control-wealth-and-charities-benefit <div class="node-body article-body">High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/increasingly-women-control-wealth-and-charities-benefit" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/increasingly-women-control-wealth-and-charities-benefit#comments Family Business High Net Worth Philanthropy Fri, 11 Mar 2016 18:37:00 +0000 1131431 at http://wealthmanagement.com shironosov/iStock/Thinkstock When Bad Things Happen To Good Intentions http://wealthmanagement.com/when-bad-things-happen-good-intentions <div class="node-body link-body"><p>How can advisors better work with both the donors and charities to balance both their needs and make the gift the donor wants to make and can afford?</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/SJ_pref_tag_full_color_3.jpeg?1461953947" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/when-bad-things-happen-good-intentions" target="_blank">read more</a></p> Webinars Philanthropy Wealth Planning Wed, 09 Mar 2016 18:44:00 +0000 1120591 at http://wealthmanagement.com