Presenting charitable planning strategies
- The Boomers are Giving. Rubenstein, Doris // Accounting Today;1/30/2006, Vol. 20 Issue 2, Special Section p20
The article reflects on the charitable contributions to charities made by the U.S. baby boom generation in relation to financial planning. It presents the results of a survey conducted by the Department of the Census in 2002. It assesses the benefit of the trend to financial advisors and fund...
- PFP BRIEFS. // Accounting Today;9/18/2006, Vol. 20 Issue 17, p18
The article presents news briefs related to financial planning in the U.S. as of September 2006. Automatic Data Processing Inc. plans to restructure its brokerage-services unit. Fidelity Charitable Gift Funds has exceed the $6 billion mark in grant disbursements since its inception in 1991....
- Stock Surge Boosts Interest In Charity Plans. Thomas, Trevor // National Underwriter / Life & Health Financial Services;9/6/99, Vol. 103 Issue 36, p10
Looks at the growth of charitable remainder trusts in the United States. Gains of charitable trusts between 1994 and 1997; Factors driving the growth; Implications on financial planners.
- Laying your path to early retirement. Burg, Brad // Medical Economics;4/12/2002, Vol. 79 Issue 7, p47
Presents financial management tips for early retirement planning. Choices offered by annuities; Benefit from charitable trusts; Consideration of deferred compensation plans.
- Tax fluctuations force flexibility when planning. Weiler, Jeffry // Crain's Cleveland Business;6/26/2006, Vol. 27 Issue 26, p24
This article reports that a key issue to consider in estate planning in the United States is determining the objectives to be accomplished and the personal philosophy of the person whose estate is being planned. After determining the objectives and philosophy, attention should be given to how...
- Planned Giving 101. Thralls, J. Richard // Officer;Jan/Feb2005, Vol. 82 Issue 1, p65
The article provides tips in financial planning specifically in charitable giving. Planned giving is usually thought of as the process of carefully selecting from the numerous gift-giving opportunities. Many different kinds of assets can be contributed outright to establish a planned gift such...
- Giving Kids First-Hand Experience with Philanthropy. Alexander, Roxanne // Journal of Financial Planning;Jul2007Supplement, Vol. 20, p8
The article discusses how financial planners can give children first-hand experience with philanthropic giving. Charitable advice is a positive way for planners to involve clients in the financial planning process, though it is often neglected unless the client specifically tells the planner...
- Planned Giving Redefined. Jones, Michael L. // Journal of Financial Planning;Feb2008, Vol. 21 Issue 2, p38
In this article the author examines issues surrounding legacy gifts, posthumous donations, and other types of charitable giving. The importance of planned giving to charitable organizations is explored. The author claims that the process of making planned bequests to charities should also...
- What women want ... financially speaking. High, Laura M. // Fort Worth Business Press;3/12/2004, Vol. 17 Issue 11, p29
Gives advice to a widowed wife on handling finances left by her deceased husband. Life style of the wife's family; Discussion on assets to use to fund credit shelter trust; Approach used in involving the wife's children in making charitable contributions.