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.
The financial tool that keeps on giving
By Philip E. HarrimanIf life insurance is understood, it is a life-enhancing solution for most clients.
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.
July 24, 2012
How Charities Persuade Donors to Give BigThere are six common motivators that prompt large donations, said the director of Bolder Giving in a webinar sponsored by The Chronicle of Philanthropy.
July 24, 2012
Big-Business Philanthropy Up 4% in 2011The largest U.S. businesses increased their charitable giving by a tepid 4% in 2011 and seem unlikely to pick up the pace in 2012, according to a new Chronicle of Philanthropy study of 166 large companies.
July 17, 2012
GuideStar Premium Enhances Slicing and Dicing of Nonprofits’ DataGuideStar has enhanced its online GuideStar Premium tool to increase the ability of donors and their advisors to analyze nonprofits' financial information.