In the course of operational reviews, Raymond James determined that in certain qualified plan and charitable trust
accounts, some clients did not receive all fee waivers for which they were eligible based on investment company-specific offerings as detailed in their prospectuses," it said in a statement.
For example, when a lawyer is requested to provide an opinion letter in support of financing or a change of legal form involving a nonprofit, the lawyer will need to look hard at whether the deal arguably involves any change in charitable trust
Charities, particularly in the form of charitable trusts
and charitable foundations, play a significant role in meeting the needs of many Americans.
so deeply involved with the administration of all charitable trusts
Many recent charitable trust
documents have used the provisions of IRC Sec.
13; and ``Charitable Trusts
,'' on the more popular charitable trusts
and how they can be used to provide income, avoid high capital gains tax and contribute to your favorite charities, 12:30 p.
The independent, non-partisan council was formed by CFA Institute, the global association of investment professionals that sets the standard for professional excellence and The Pew Charitable Trusts
, an independent nonprofit organization that brings a rigorous, analytical approach to solving today's most challenging problems.
Microdata records of all Forms 990-PF sampled for the annual SOI study covering private foundations and Internal Revenue Code section 4947 (a)(1) charitable trusts
should not purchase an asset from a related party, including the grantor's FLP or closely held business.
Bosses of the district branch of the British Diabetic Association launched the appeal last January and an overwhelming response from local businesses and charitable trusts
boosted the appeal total to Pounds 66,000 in just a year.
James Cordi, an investigator for the state Office of Charitable Trusts
, also declined comment.
In Managing Foundations and Charitable Trusts
, Roger D.