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.
Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)
By Gil WeinreichIt may come as a surprise that Frank Maselli, the seminar expert par excellence, doesnt think seminars are for everyone, or even most advisors.
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.
March 28, 2013
FSI Names Derek Bruton, Seth Miller to Its BoardThe independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
March 28, 2013
A drive to be ethicalA car buying experience showed Todd Cousino the kind of advisor he didnt want to be.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 25, 2013
What Really Drives Giving? (It’s Not Tax Breaks)Just 25% of respondents to a new SEI survey considered tax benefits a major influence on their decision to donate.