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.
Chasing Big Donations? Think Local
By Michael S. FischerOf gifts to nonprofits of at least $1 million, 47% of the donations and 52% of the dollar value came from donors in the same state from 2000 to 2011, according to a new study.
April 12, 2013
10 Most Generous U.S. Cities for Online Donations in 2012Overall charitable giving in the U.S. last year was relatively flat, but online giving saw double-digit growth, according to recent research by Blackbaud.
April 12, 2013
How to set an ethical precedentIf you dont, you might find yourself on a slippery slope leading to unsuitable sales.
April 11, 2013
Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)It may come as a surprise that Frank Maselli, the seminar expert par excellence, doesnt think seminars are for everyone, or even most advisors.
April 11, 2013
ING U.S. to Rename Itself Voya Financial as IPO ProgressesThe rebranding is designed to highlight INGs U.S. operations as Americas retirement company; ING Financial Partners BD will be renamed as well.
April 08, 2013
Crowdfunding Volumes Explode, Heading to $5B in 2013Crowdfunding platforms raised $2.7 billion globally in 2012 and could exceed $5 billion by year end, according to a report released Monday.
April 02, 2013
What Advisors Don’t Know About Variable Annuities: VA MechanicsTo understand how VAs differ and where they fit in a clients portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.
April 01, 2013
Nonprofits’ Online Fundraising Grew 21% in 2012Email lists still dominate over social media, but response rates are falling, according to a study by M+R Strategic Services and Nonprofit Technology Network.