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.
America’s Cup and What Larry Ellison Can Learn (Next Time)
By Janet LevauxAs San Francisco gears up to host another sailing contest, there's a chance to put philanthropy (and sportsmanship) ahead of other priorities.
December 25, 2013
7 more times when you need to slow downSpeed isnt everything, especially in sales.
December 20, 2013
Most Canadians plan to give over the holidaysThe survey's release coincides with a 2013 BMO Employee Giving Campaign underway across North America.
December 20, 2013
Most Canadians plan to give over the holidaysThe survey's release coincides with a 2013 BMO Employee Giving Campaign underway across North America.
December 20, 2013
3 Charity Strategies to Cope With Rising TaxesClients are showing particular interest in these three tax planning techniques, says Carol Kroch of Wilmington Trust.
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.