More in Philanthropy

  • Jan 26, 2015
    Article

    Multiple Items Contributed—Deduction Limited To Basis

    Conrad Teitell discusses the rules for gifts of long-term appreciated tangible personal property to public charities....More
  • Dec 29, 2014
    blog

    Substantiating Charitable Gifts—Specimen Letter To Client-Donors 1

    Now is a good time to tell your clients how to substantiate their charitable gifts on their 2014 federal income tax returns—due by April 15, 2015. Conrad Teitell provides a helpful sample letter...More
  • Dec 23, 2014
    blog

    The Daily Brief: Charitable Giving Guidelines

    A report on charitable giving found that 17.5 percent of donations are made in December, more than twice what is given in other months....More
  • Dec 5, 2014
    blog

    The Daily Brief: Merrill Compensation Cuts?

    Those Merrill Lynch compensation cuts for 2015 are real, and advisors, as expected, are not happy about them....More
  • Nov 24, 2014
    Article

    Charitable Gifts: Date of Delivery Rules

    A charitable gift is considered made on the "date of delivery." Conrad Teitell explains that term, which is more complicated than it seems....More
  • Nov 10, 2014
    blog

    The Daily Brief: Morgan Stanley Chooses Uber

    In the battle over on-demand ridesharing startups, Morgan Stanley has officially put itself in Uber’s corner....More
  • Nov 4, 2014
    blog

    The Daily Brief: How Well Do You Know Emerging Markets?

    Calamos Funds has created an online quiz illustrating the diversity of emerging markets and the type of exposure investors get when investing in a fund or ETF that tracks an emerging market index....More
  • Oct 27, 2014
    Article

    Thanking Volunteers: Specimen Letter

    Conrad Teitell offers a sample letter to inform your clients who volunteer for charities of the various tax breaks available to them...More
  • Oct 15, 2014
    Video
    WealthManagement.com Video Network

    Industry Insights with Ted Hart, CAF America

    Ted Hart, Chief Executive Officer of CAF America, discusses the background of his donor-driven organization and details the process of international giving....More
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