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.
Is the Fed too open? From Kreminology to ‘Wednesdays with Ben’
By staff WriterDoes this openness impact the effectiveness of the Feds policy decisions?
September 16, 2013
What Nonprofits Want From FundersNonprofits believe foundations could be a lot more helpful in certain critical areas, according to a survey by the Center for Effective Philanthropy.
September 11, 2013
The America's Cup & What Not to Learn from Larry EllisonWhat Donald Trump is to the East Coast, Larry Ellison is to the West Coast, and it aint' pretty.
September 10, 2013
The Benefits to Clients From the Deferred Income Annuity Sales BoomDeferred income annuities are experiencing a sales growth spurt in the market, which has motivated insurance carriers to design products to meet individual clients needs.
September 09, 2013
Wealthy Investors Skeptical of Companies’ Socially Responsible ClaimsAffluent investors tend to be skeptical of companies that proclaim they have a socially responsible strategy, wondering whether this is simply a public relations gimmick.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.
September 05, 2013
Google Finds Donors Start Researching Charities in Earnest in SeptemberAs the year-end giving season approaches, nonprofits may be well advised to rev up their online fundraising efforts in September rather than wait until Thanksgiving.