TITLE

Improving Clients' Lives Through Philanthropy

PUB. DATE
May 2005
SOURCE
Journal of Financial Planning;May2006, Vol. 18 Issue 5, p30
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses methods that financial planners can improve their clients' lives through the use of philanthropy. While financial planners are required to do quality financial planning for clients, many forget that their overall goal is to improve the lives of their clients, in all aspects. Philanthropy can offer clients who give money to charities many emotional benefits in addition to financial benefits from tax breaks. For financial planners to be able to recommend philanthropy for clients, they themselves must be charitable.
ACCESSION #
22065568

 

Related Articles

  • Advisors and Clients in the Brave New World of Philanthropy. Grote, Jim // Journal of Financial Planning;Jun2007, Vol. 20 Issue 6, p24 

    The article discusses ways for financial planners to tell if their clients are charitably inclined and, if so, how to help them become better philanthropists. A study of charitable givers by the National Committee on Planned Giving reveals that most donors look to their financial planners for...

  • 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...

  • Charitable Connection. Thorne, Dune // Financial Planning;Jul2009, Vol. 39 Issue 7, p69 

    The article discusses how financial advisors can help women clients manage their funds to include philanthropic activities. During a financial crisis, charities look for ways to raise funds. However, women donors have the potential to help but may need guidance on how to donate to maximize their...

  • Are your cash investments suffering from a lack of interest? Williams, Simon // Charities Management;2011, Issue 79, p6 

    The article discusses how charities could improve returns on its cash without compromising flexibility and security. It suggests reviewing the reserves policy to maximise the potential returns on the charity's cash. It is essential to identify several highly competitive deposit rates in a...

  • CHARITABLE GIVING AND THE FINANCIAL PLANNER: THEORIES, FINDINGS, AND IMPLICATIONS. James III, Russell N. // Journal of Personal Finance;2008, Vol. 6 Issue 4, p98 

    Charitable giving by individuals in the United States exceeds $220 billion annually. Individual estates provide an additional $23 billion to charitable organizations through bequests. Charitable giving, both during life and through bequests, may constitute an important part of a client's...

  • Charitable Giving with Tangible Personal Property: A Tax Primer. Temple, Philip T.; Zale, Laurence C. // Journal of Financial Planning;Jan2005, Vol. 18 Issue 1, p56 

    • Gifts of tangible personal property present complex philanthropic issues such as valuation and tax. Financial planners need to work closely with independent tangible personal property advisors, lawyers, and charitable organizations to be sure their clients maximize their gifting...

  • AIOFP performs a Fancy Dan. Egan, Liam // Money Management;7/12/2007, Vol. 21 Issue 25, p3 

    The article reports that the Association of Independently Owned Financial Planners (AIOFP) has received a $200,000 donation from within industry to officially sponsor the Australian Baseball Federation (ABF). The AIOFP's source of donation has not yet been publicly disclosed, although "Money...

  • Fidelity Gift Fund rolls out charitable advisor program.  // Accounting Today;8/7/2006, Vol. 20 Issue 14, p18 

    The article provides information on the Charitable Investment Advisor Program launched by the Fidelity Charitable Gift Fund in the U.S. Under the program, independent investment advisors are allowed to provide discretionary investment management to the Gift Fund for contributions made by the...

  • Great legs, shame about the hair!  // Money Management;5/24/2007, Vol. 21 Issue 18, p36 

    The article offers information on the recent Professional Investment Services (PIS) conference in Sabah. It highlights the efforts of financial adviser Paul Levy of Piccadilly Financial Group to raise an amount for the Leukaemia Foundation. It states that Levy has gathered $12,225 for the said...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics