Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says
Parents are helping children buy houses and start businesses
Advocis members can now sign up for the MFA-P designation
The Starlight Capital CEO is part of a coalition that has launched the Black Opportunity Fund
New program focuses on strategic philanthropy
Knowing the basics can help advisors strengthen relationships
New designation for advisors revolves around gift planning strategies
Tips for maximizing generosity
Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]
Gifting assets during one’s lifetime is fraught with legal and tax traps