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.
Philanthropy and Closely Held Businesses
Philip B. Cubeta, CLU®, ChFC®, CAP®, MSFS, holder of the Sallie B. and William B. Wallace Chair in Philanthropy at The American College talks about the opportunity for philanthropic planning as closely held businesses become liquid. Wealth Channel® correspondent Adam Batchelor reports.
Recent Philanthropy / Non-Profit Videos
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®.
Heather Gee, CAP®, discusses services provided by community foundations that enhance advisor’s relationships with their clients.
Heather Gee, CAP®, talks about the role of community foundations as philanthropic institutions and the advantages they can offer.
Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, discusses recent legislative trends and other challenges facing charitable giving professionals.
Kirk Okumura illustrates the important contributions annuities make in providing a lifetime income stream.
Steve Tarr, CAP®, CLU®, ChFC®, CASL®, MSM, talks about effective fundraising strategies available to development and advancement professionals at non-profit organizations.
In this interview, Neal R. Fegely, CPA, Chief Operating Officer for The American College explains some of the fundamental questions and concepts all donors should know before donating to a non-profit organization.