To Motivate Employees, Listen to Them
Advisors tend to be "people people," yet too often they fail to apply their people skills to their employees.
New Foundation Center Tool Tracks ‘Giving Pledge’ Donors
A new tool on Foundation Center's website monitors Giving Pledgers' activities as part of its 2020 strategic plan to encourage greater transparency in philanthropy.
Give It Away Today
Advisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.