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9 Jun 2014 | Demographics | National Publication | News story
Additional Lifetime Giving of $20.6 Trillion, Say Boston College Researchers

DO WE REALLY CARE HOW MUCH? Are the pundits right? Is it 40 trillion, 50 or 60? It's a lot of trillions. Who knows. It's a lot of capital available for philanthropy. Paul Schervish and John Havens at the Boston College Center on Wealth and Philanthropy have just...

0
10 Apr 2014 | Marketing | National Publication | Article | 4 comments
Nonprofits who work with professional advisors can increase their chances for success and yes, survival.

I believe nonprofits who chose to reduce their planned giving and endowment building efforts to chase current dollars made a mistake that may cost them their very survival. Read what The Chronicle of Philanthropy article reported and come to your own...

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I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...

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Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

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25 Jul 2013 | Practice | PGDC Network | Article

In today's challenging fundraising environment many community foundations and other nonprofit organizations strive to work with attorneys, accountants, and wealth advisors with the hope they will refer their clients to their organizations.  In this...

4
27 Jun 2013 | Demographics | National Publication | News story

As reported by Reuters, individual charitable giving in the United States grew almost 4 percent last year, while corporate donations rose at triple that rate, according to a report by Giving USA that shows donations by Americans to nonprofit groups mirroring the...

0
5 Nov 2012 | Demographics | National Publication | News story

The 2012 Bank of America Study of High Net Worth Philanthropy and attitudes of America’s wealthiest households.The latest in this series of studies was once again written and researched in partnership with the Center on Philanthropy at Indiana University and builds...

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Real estate holdings make up 30% to 40% of the assets of most families facing estate planning, retirement, and charitable decisions. In this article, real estate advisor Dennis Bidwell shares his survey results and years of experience in profiling the types of...

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2 Feb 2012 | Demographics | National Publication | News story

According to a report by MSNBC, the Facebook IPO will mint over 1,000 new millionaires. Experts are stating they expect nonprofits, donor advised funds and charitable remainder trusts to benefit from the largest Internet IPO in history.

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20 Sep 2011 | Marketing | National Publication | News story

National Estate Planning Awareness Week is slated for October 17 - 23, 2011. Learn more about how you can join the National Association of Estate Planners and Councils Education Foundation to share valuable information with your colleagues, associates...

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20 Jun 2011 | Demographics | National Publication | News story

In its annual report on philanthropy, Giving USA Foundation reports that total estimated giving in the United States rose by 3.8 percent in 2010. The report attributes the increase to the modest economic recovery achieved in 2010. Giving by individuals rose an...

0
13 Oct 2009 | Ethics , | Marketing | National Publication | News story | 9 comments
According to a follow-up article in Forbes, "One of the U.S.'s largest charitable fundraising companies has hastily revamped hundreds of Web pages maintained in the name of individual nonprofits touting gift annuities. The firm has removed questionable references...
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13 Oct 2009 | Marketing | National Publication | News story
Writing for PhilanTopic, a blog of opinion and commentary from Philanthropy News Digest, Thaler Pekar, a consultant specializing in persuasive message development, helps smart leaders and their organizations find, develop, and share the stories and organizational...
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1 Oct 2009 | Ethics , | Marketing | National Publication | News story | 7 comments
In a September 29, 2009 article, Forbes reports that "dozens of charities, including some with brand names, have been soliciting gift annuities over the Web citing unlikely high yields and an endorsement from a fake person who is quoted as saying she is...
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10 Jun 2009 | Demographics | National Publication | News story | 3 comments
Charitable giving fell last year by the largest percentage in five decades, according to a new study by the Giving USA Foundation and as reported by The New York Times.
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4 Mar 2009 | Demographics | National Publication | News story | 3 comments
According to a report by MSNBC, the recession could be changing the giving habits of America's wealthiest donors. Gifts from seven of the 10 biggest donors in 2008 were made from estates, according to an annual ranking of America
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4 Mar 2009 | Demographics | National Publication | News story
The number of gifts of $1 million or more given to charities by individuals fell 33 percent in the last six months of 2008 compared to the same period in 2007, according to records compiled by the Center on Philanthropy at Indiana University.
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11 Dec 2008 | Marketing | National Publication | Article | 8 comments
The "Second Great Wave of Philanthropy" will transform wealth management and traditional giving.

The retirement of the Baby Boomers is shifting their priorities from accumulation to spending and charitable giving. But many wealth managers remain stubbornly focused on helping clients retain their wealth. In this article, Burlingame, California based wealth...

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24 Jun 2008 | Demographics | National Publication | News story | 3 comments
Up 3.9 percent despite worries about gas prices, mortgage crisis and housing market
Charitable giving in the United States is estimated to be $306.39 billion in 2007, exceeding $300 billion for the first time in history, according to Giving USA 2008, the yearbook on philanthropy released today by Giving USA Foundation.
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Wakeup Call to Charities

Professional Advisors and Non-Profits: A Collaboration to Shape our Philanthropic Future

PGDC Poll: Will the Obama administration's plan to limit itemized deductions increase or decrease charitable gifts?

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