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.
What Makes Nonprofits Toss and Turn? Marketing
By Michael S. FischerWhen it comes to running a nonprofit organization effectively, here are some basic issues that keep their principals up at night, according to new research from Constant Contact.
August 03, 2012
New Foundation Center Tool Tracks ‘Giving Pledge’ DonorsA new tool on Foundation Center's website monitors Giving Pledgers' activities as part of its 2020 strategic plan to encourage greater transparency in philanthropy.
July 31, 2012
The financial tool that keeps on givingIf life insurance is understood, it is a life-enhancing solution for most clients.
July 31, 2012
Have you ever felt like an advisor was not really working in your best interest?Funny you should ask that. My wife and I were just talking about an ex-advisor we had... This guy was slick!
July 27, 2012
Schwab Charitable’s Assets, Grants Set Records in FY12Schwab Charitable reported this week that its charitable assets under management rose to a record $3.2 billion in the 2012 fiscal year ended June 30, an increase of 3.6% over the previous year.
July 26, 2012
UBS Offers Big Help for Small BusinessThe program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.
July 26, 2012
Investing and the Aging Brain: ‘What Do I Do When I Get Stupid?’Financial decision-making ability peaks in middle age. Plan accordingly.
July 26, 2012
Sandy Weill Wants Banks Small Again, Chris Dodd Wants Them BigIf politics makes strange bedfellows, it also makes for strange adversaries.