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.
Ave Maria Funds Deliver Heavenly Returns
By John SullivanLou Holtz, Larry Kudlow, Phyllis Schlafly and Michael Novak are just a few of the firm's advisory board members.
June 21, 2013
How to choose a reputable charityHelp your clients leave a legacy that won't be squandered.
June 21, 2013
How to choose a reputable charityHelp your clients leave a legacy that won't be squandered.
June 20, 2013
Soros’ Open Society Foundations Offer Boost to New Nonprofit ExecsNew leaders come in with innovative projects, but often face internal barriers and a lack of resources. The New Executives Fund will help them implement their ideas from the get-go.
June 19, 2013
Charity Donations Rose in 2012: Giving USAAmericans donated an estimated $316 billion to charity in 2012, according to the annual Giving USA report, released Tuesday.
June 17, 2013
Senate Finance Mulls Charitable Giving ReformOverhaul of the charitable deduction and the political involvement of tax-exempt groups are two areas senators should examine, their staffers say in a new paper.
June 14, 2013
What a Pretzel Entrepreneur, a Navy Widow and an Ex-Rep All Need From Their AdvisorsA consumer panel moderated by Barbara Roper at TDAI's fiduciary summit featured three situations requiring top-notch financial advice. Did the panelists receive it?
June 13, 2013
Do 401(k) plan sponsors give too much rope?A self-directed brokerage option gives 401(k) investors freedom, but is this decision to give employees unfettered choice really just no decision at all?