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.
Most Canadians plan to give over the holidays
By Warren S. HerschThe survey's release coincides with a 2013 BMO Employee Giving Campaign underway across North America.
December 20, 2013
8 holiday giving tips your clients will appreciateThere are simple rules that can maximize the benefit to the clients intended beneficiary and clients financial well-being.
December 20, 2013
8 holiday giving tips your clients will appreciateThere are simple rules that can maximize the benefit to the clients intended beneficiary and clients financial well-being.
December 19, 2013
Advisors, Execs Give Back During the HolidaysTeams of advisors are supporing the arts, James Hamilton of Raymand James says, while LPLs CEO is growing a beard for an animal charity.
December 18, 2013
5 LinkedIn updates to knowLearn about these new features to enhance your connections.
December 16, 2013
7 Billionaires Pledge Half Their Wealth to CharityGroupon CEO Eric Lefkofsky and a top hotel executive are among the latest crop of Giving Pledgers.
December 16, 2013
Bill Gates Issues Annual Foundation LetterGates pushes innovations in measurement for delivery of effective services.
December 13, 2013
Help clients make the most of charitable donations this seasonMost charitable donations occur during the last two weeks of the year. Its a great reason to talk to clients, who can use your expertise to maximize their gifting.