Philanthropy

Last September, Cetera Financial Group chief executive Valerie Brown traveled across the country to salute the philanthropic work of an adviser from one of the independent broker-dealer network's affiliate firms by attending the Community Leadership Awards in New York.

Money is a good thing.By and large, most people believe that. But individuals who come into large amounts of money suddenly, whether through inheritance or some other circumstance, can face difficult and emotionally charged changes. Melissa Hammel and Holly Thomas, two financial planners who run

Advising on gifting helps build stronger ties to family, adds to book of business

As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.

Peel and sue? Velvet Underground claims non-profit profiting off use of iconic image from first album

A special group of financial advisers who have demonstrated exceptional charitable leadership were honored last Wednesday at the fifth annual Community Leadership Awards

Financial advisers who broach the topic of philanthropy with clients don't have to know how to reforest denuded land in Moldova or how to structure a scientific advisory board

The awards, which will be presented Sept. 14, honor financial advisers who make a difference in their communities.

Donor-advised funds are benefiting from small family foundations' closing or suffering drops in endowment assets as the costs and administrative burden of running the foundations have become too great

The tax deal reached in December by congressional leaders and the Obama administration is fueling a boost in donations into donor-advised funds.

Although it is widely underused, donating appreciated securities is perhaps the most straightforward and tax-smart way to give