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.
How to get the most from your company's charitable donations
By John GrahamLike any other aspect of a business, when charitable giving isnt managed, it goes out of control.
December 04, 2013
U.S. Tops Index of Most Charitable NationsProportionally, more Americans contributed in some way than in any other country, according to Charities Aid Foundation.
December 02, 2013
Act Now on These Expiring Tax Breaks: IRA Charitable Rollovers, Bonus DepreciationYou cant count on Congress to renew tax provisions set to expire at year-end, so get clients to act now, especially on these two items.
December 02, 2013
Driver in Paul Walker Crash: Friend, Racing Fan—and Merrill AdvisorWhile Roger Rodas wasnt famous in the way that Paul Walker was, he evidently had a wide impact as a Merrill Lynch financial advisor.
November 27, 2013
The secret to finding fulfillment at workEver since he began his company, Dave Richmond has made philanthropy a priority, helping people close to home and across the globe.
November 27, 2013
The secret to finding fulfillment at workEver since he began his company, Dave Richmond has made philanthropy a priority, helping people close to home and across the globe.
November 25, 2013
Plan to Limit Charitable Tax Deduction Would Cut Gifts by $9.4B: AEIAmerican Enterprise Institute study warns top 1% would lose incentive to give.
November 15, 2013
Philanthropy bounces back among wealthy CanadiansAlmost three-quarters of Canada's high net worth investors have returned to pre-recession levels of support for charities.