Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
U.S. Nonprofits’ Ineptitude at Online Fundraising Is Costing Them
By Michael S. FischerNew study finds that charities could improve fundraising by adopting best practices.
January 27, 2014
God and the Advisor: Navigating Faith and FinanceAdvisors typically steer clear of religion, but some are paying closer attention to faith-based investing.
January 23, 2014
Current Congress Unlikely to Cap Charitable DeductionBut other tax benefits for nonprofits face an uncertain future, The Chronicle of Philanthropy reports.
January 15, 2014
Ins and Outs of Impact Investing: Madeira Global CEO AlfonsoCEO Christina Alfonso discusses Madeira's 4-step process for making impact investments.
January 10, 2014
5 sales lessons I learned in 2013Another year has come and gone. What have you learned?
January 07, 2014
15 Biggest Charitable Gifts of 2013Fifteen Americans made gifts of $100 million or moreand one gave almost $1 billion to one lucky recipient, Chronicle of Philanthropy reported.
January 06, 2014
Divorce Planner’s Novel Approach Leads to Lucrative BusinessThe overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.