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.
Ultra-Wealthy Investors Feel Financially Insecure
By Danielle AndrusRegardless of their level of wealth, ultra-wealthy Americans would need twice that amount to feel financially secure, an SEI Private Wealth Management poll found.
February 11, 2013
Top 10 Mega-Wealthy Donors in 2012The donors on The Chronicle of Philanthropys 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
February 11, 2013
Finding Income in Today’s World: Reverse ConvertiblesIn a zero-interest rate environment, using this strategy can provide monthly income.
February 07, 2013
Advisors Make a Positive Impact at Annual TDAI ConferenceToo much wine and too many late nights gave way to helping hands at TD Ameritrades annual conference in San Diego.
February 07, 2013
Nonprofit Fundraising Eked Out 2% Growth in 2012: BlackbaudBut online giving grew 11%, according to Blackbauds Charitable Giving Report.
February 07, 2013
Too soon for optimism on Europe’s financial crisisWhy does it seem like Europes worst economic days are behind it when nothing has been done to fix structural flaws?