More in Philanthropy

  • Feb 23, 2015
    Best Practices

    IRS Won’t Rule List — Updated

    Conrad Teitell highlights the updates to this year's IRS "Won't Rule" list...More
  • 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

Investment Category Sponsor Links

 

Sponsored Introduction Continue on to (or wait seconds) ×