Philanthropy http://wealthmanagement.com/taxonomy/term/6604/more en Can My Client Specify How A Gift To His Alma Mater Will Be Used? http://wealthmanagement.com/philanthropy/can-my-client-specify-how-gift-his-alma-mater-will-be-used <div class="node-body article-body">The legacy your client leave can be tailored to represent his wishes.</div> <p><a href="http://wealthmanagement.com/philanthropy/can-my-client-specify-how-gift-his-alma-mater-will-be-used" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/can-my-client-specify-how-gift-his-alma-mater-will-be-used#comments Kansas & Missouri Estate Planning Estate Planning Philanthropy Wed, 25 May 2016 02:06:00 +0000 1192151 at http://wealthmanagement.com MarkgrafAve/iStock/Thinkstock Planned Giving http://wealthmanagement.com/planned-giving-0 <div class="node-body link-body"><p>News and analysis on planned giving in partnership with St. Jude Children’s Research Hospital.</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/St.jpg?1464185908" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/planned-giving-0" target="_blank">read more</a></p> Philanthropy Wealth Planning Tue, 24 May 2016 20:51:00 +0000 1192081 at http://wealthmanagement.com A Sea Change in High-Net-Worth Philanthropy? http://wealthmanagement.com/high-net-worth/sea-change-high-net-worth-philanthropy <div class="node-body article-body">The lines between business and charity, and between for-profit and nonprofit, are blurring. Here's how to determine whether a charitable LLC or a more traditional vehicle would be appropriate for your clients. </div> <p><a href="http://wealthmanagement.com/high-net-worth/sea-change-high-net-worth-philanthropy" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/sea-change-high-net-worth-philanthropy#comments Planned Giving High Net Worth Philanthropy Thu, 19 May 2016 20:00:00 +0000 1188461 at http://wealthmanagement.com Complications Of Funding Split-Interest Gifts With S Corporation Stock and Its Assets http://wealthmanagement.com/planned-giving/complications-funding-split-interest-gifts-s-corporation-stock-and-its-assets <div class="node-body article-body">Christopher P. Woehrle highlights the issues a donor and a charity may face when receiving S corporation stock.</div> <p><a href="http://wealthmanagement.com/planned-giving/complications-funding-split-interest-gifts-s-corporation-stock-and-its-assets" target="_blank">read more</a></p> http://wealthmanagement.com/planned-giving/complications-funding-split-interest-gifts-s-corporation-stock-and-its-assets#comments Planned Giving Estate Planning Philanthropy Public Wed, 18 May 2016 19:45:00 +0000 1186981 at http://wealthmanagement.com Top Five Traits of Effective Family Philanthropy http://wealthmanagement.com/planned-giving/top-five-traits-effective-family-philanthropy <div class="field-deck"> Help clients create a long-lasting legacy. </div> <div class="node-body article-body">For many wealthy families, creating a long-lasting legacy is a fundamental goal, one that shapes both personal and financial decisions. </div> <p><a href="http://wealthmanagement.com/planned-giving/top-five-traits-effective-family-philanthropy" target="_blank">read more</a></p> http://wealthmanagement.com/planned-giving/top-five-traits-effective-family-philanthropy#comments Planned Giving High Net Worth Philanthropy Public Fri, 13 May 2016 15:09:00 +0000 1183041 at http://wealthmanagement.com beakraus/iStock/Thinkstock Philanthropy Helps Families Preserve Wealth, Values and Legacy http://wealthmanagement.com/philanthropy/philanthropy-helps-families-preserve-wealth-values-and-legacy <div class="field-deck"> Best practices for avoiding shirtsleeves to shirtsleeves </div> <div class="node-body article-body">Most families aspire to preserve wealth, values and legacy over the generations. </div> <p><a href="http://wealthmanagement.com/philanthropy/philanthropy-helps-families-preserve-wealth-values-and-legacy" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/philanthropy-helps-families-preserve-wealth-values-and-legacy#comments Charitable Giving High Net Worth Philanthropy Public Thu, 12 May 2016 18:32:00 +0000 1182151 at http://wealthmanagement.com LOUOATES/iStock/Thinkstock Strategic Philanthropy: Starting the Process http://wealthmanagement.com/atlantic-trust/strategic-philanthropy-starting-process <div class="node-body article-body">The wide diversity of resources, personalities, passions, causes and influences within the world of philanthropy may seem daunting for clients.</div> <p><a href="http://wealthmanagement.com/atlantic-trust/strategic-philanthropy-starting-process" target="_blank">read more</a></p> http://wealthmanagement.com/atlantic-trust/strategic-philanthropy-starting-process#comments Atlantic Trust Philanthropy Wed, 11 May 2016 08:29:00 +0000 1177671 at http://wealthmanagement.com Would David Rubenstein Hire You? http://wealthmanagement.com/people/would-david-rubenstein-hire-you <div class="node-body article-body">The six attributes the founder of the private equity giant Carlyle Group looks for in new hires, and why “brilliance” isn’t among them.</div> <p><a href="http://wealthmanagement.com/people/would-david-rubenstein-hire-you" target="_blank">read more</a></p> http://wealthmanagement.com/people/would-david-rubenstein-hire-you#comments People Philanthropy Tue, 10 May 2016 16:12:00 +0000 1179691 at http://wealthmanagement.com <p>The Carlyle Group founder David Rubenstein spoke at the CFA Institute Conference in Montreal on Tuesday.</p> Photo by W. Scott Mitchell Photography LLC Building Deeper Relationships: Donor-Advised Funds in Financial Plans http://wealthmanagement.com/philanthropy/building-deeper-relationships-donor-advised-funds-financial-plans <div class="node-body article-body">For many clients who don't want to engage with complex giving options, a simple donor-advised fund can make a world of difference.</div> <p><a href="http://wealthmanagement.com/philanthropy/building-deeper-relationships-donor-advised-funds-financial-plans" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/building-deeper-relationships-donor-advised-funds-financial-plans#comments High Net Worth Philanthropy Public Tue, 10 May 2016 15:44:00 +0000 1179661 at http://wealthmanagement.com DAJ/Thinkstock House Bill to Authorize Charitable Life-Income IRA Rollovers http://wealthmanagement.com/retirement-planning/house-bill-authorize-charitable-life-income-ira-rollovers <div class="node-body article-body">A life-income charitable individual retirement account rollover bill (HR5171) (The Legacy IRA Act) has just been introduced this morning.</div> <p><a href="http://wealthmanagement.com/retirement-planning/house-bill-authorize-charitable-life-income-ira-rollovers" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/house-bill-authorize-charitable-life-income-ira-rollovers#comments Legal Philanthropy Retirement Planning Public Fri, 06 May 2016 15:14:00 +0000 1177271 at http://wealthmanagement.com Copyright Brendan Hoffman, Getty Images