Philanthropy / Non-Profit
Philanthropic endeavors can generate a complex series of financial issues. To address these issues, an array of financial instruments including donor advised funds, charitable remainder trusts, gift annuities and more have been created. This section is devoted to helping financial professionals learn more about donors, non-profit organizations and the tools available to help clients achieve significance through charitable giving.
The Feeling of Feeling Good
Correspondent Patricia Cheers speaks with Christopher Woehrle, Assistant Professor of Taxation at The American College, about the state of nonprofit organizations due to the recent economic volatility and if there is ever an “optimal time” to hold an endowment campaign.
Recent Philanthropy / Non-Profit Videos
Author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth discusses how to find prospects for philanthropic planning.
The business case for supporting women in philanthropy is addressed by author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth.
Author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth, shares her insights into women, wealth, power and influence.
Experts from The American College discuss the motivation behind charitable giving and the impact an estate tax could have on nonprofit organizations.
A panel of experts from The American College discusses the state of nonprofit organizations and the impact of the estate tax.
Professor Phil Cubeta of The American College talks about the opportunity for philanthropic planning as closely held businesses become liquid.
Phil Cubeta offers a fool-proof way to approach a values-based conversation with clients.
Philip B. Cubeta, CLU®, ChFC®, CAP®, MSFS recaps the major charitable giving developments of 2009.
A role play demonstrating and approach to bringing up the concept of philanthropy without pressuring the donor is included.
Why individuals should give to charity featuring William B. Wallace, CLU®, ChFC®.