Katie Kingsbury of Reuters quotes Wistar Morris, principal and client strategist at Signature, in an article about making the most of your charitable gifts.
Philanthropy
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Reuters November 16, 2012 |
Reuters June 13, 2012 Jennifer Hoyt Cummings of Reuters quotes Wistar Morris, principal and client strategist at Signature, in an article about advisors underestimating how often and how much affluent clients donate to charity. The article highlights that clients typically want to know the best vehicles to utilize and the best assets to donate. Morris explains the benefits of using donor-advised funds for clients and also suggests how clients can avoid capital gain taxes by donating stock instead of cash. |
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The Chronicle of Philanthropy February 19, 2012 Jennifer Berkshire of The Chronicle of Philanthropy quotes Susan Colpitts, executive vice president and co-founder at Signature, in an article about charities finding it increasingly challenging to tap into baby boomer wealth. |
Reuters December 23, 2011 Jilian Mincer of Reuters quotes Susan Colpitts, executive vice president and co-founder of Signature, in an article about how families can learn the importance of philanthropic giving around the holidays. Colpitts, who at Christmas gives each of her three daughters a blank check for $25 to donate to their charity of choice, explains that parents need to encourage children on a daily basis. “It’s not just giving, it’s also about volunteering,” Colpitts explains. |
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Bankrate October 24, 2011 Nancy Mann Jackson of Bankrate.com quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about the do’s and don’ts of charitable giving. Colpitts explains that it is important to volunteer to get to know the charities that you may be interested in supporting. In addition, consider which organization to support carefully, as many friends and co-workers can add pressure when donating gifts. “If someone spends time thinking about what matters to him or her, what charities have made a difference in their life or could have, charitable contributions can be made that provide much more satisfaction and perhaps even more impact in one’s community...” she offers. |
Reuters September 30, 2011 Lou Carlozo of Reuters features insight from Susan Colpitts, co-founder and executive vice president at Signature, in an article about charitable remainder trusts. A creative strategy for the wealthy to give away money and still derive funds from it after tax deductions and investment, Colpitts explains that CRT’s do not make sense in a low-interest market. “The returns on CRT investments pretty much follow the rest of the market—and we all know how much malaise there is on Wall Street these days...” she says. |
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The Wall Street Journal September 19, 2011 Thomas Coyle of The Wall Street Journal quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about strategies that advisors should implement when helping affluent clients with charitable giving. Colpitts explains that some investors give in to overwhelming requests from charities, instead of directing their donations toward causes that they genuinely care about. She recommends that advisors help clients devise strategic philanthropic plans. “Getting to the heart of a client’s charitable aspirations takes a lot of probing and questioning...” Colpitts says. |
The Wall Street Journal December 17, 2010 Jilian Mincer of The Wall Street Journal includes commentary from Susan Colpitts, co-founder and executive vice president at Signature, in a piece about limited life spans for philanthropic foundations. |
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Worth Magazine December 2010 Issue Susan Colpitts, Signature executive vice president and co-founder, is featured in a Worth Magazine article about instilling philanthropic values in children. |
Financial Planning December 1, 2010 Financial Planning contributor Suzanne McGee features Signature principal Wistar Morris in a piece about “the new era of philanthropy.” “There is a generation of people who have created their wealth by being very entrepreneurial, results-oriented and hands on, and they want to approach their philanthropic activities in the same way," says Morris. |
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Inside Business November 19, 2010 Inside Business publishes an article written by Susan Colpitts, co-founder and executive vice president at Signature. Colpitts’ piece provides readers with financial strategies to consider when planning year-end charitable donations. |
