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.
Get your point across—with questions
By Jill KonrathAsk prospects questions in a way that demonstrates your knowledge.
January 25, 2013
Client Views: Fear and Loathing in the Reception RoomIf its true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.
January 25, 2013
Charitable giving linked to stock performanceA U.S. Trust managing director says advisors should not shy away from discussing charity with clients.
January 24, 2013
Charitable Giving Linked to Higher Stocks, Not Lower TaxesThe stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.
January 22, 2013
Nonprofits Often Their Own Worst Enemy in FundraisingA new study by CompassPoint and the Evelyn and Walter Haas Jr. Fund uncovered reasons why many nonprofits are caught up in this vicious cycle.
January 22, 2013
To Save Clients a Tax Audit, Consider $249.99 Charitable GiftsAs you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.
January 21, 2013
A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable RolloversWhile the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.
January 14, 2013
Nonprofit Employees Satisfied With Jobs, but Worry About RetirementMost nonprofit employees like their jobs, according to a new survey. But that doesnt mean these workers dont have complaints.