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.
Mohegan Tribe Set to Host SRI Conference
By Marlene Y. SatterThe Mohegan tribe and First Affirmative Financial Network announced jointly on Friday that the 23rd annual SRI Conference for Sustainable, Responsible, Impact Investing, formerly known as SRI in the Rockies, will be hosted at the Mohegan Sun Conference center in Connecticut in October.
January 17, 2012
U.S. Millionaires Recognize Wealth Comes With ResponsibilityAmerican millionaires feel an obligation to "give back" and few are concerned with their ability to do so, according to survey findings released Tuesday by PNC Wealth Management.
January 06, 2012
7 Resolutions for Retirees in 2012From financial nuts and bolts to more holistic aims, heres a look at seven worthy aims for retirees to strive for in 2012.
January 05, 2012
Warren Buffett: Chinese Pop Star?Buffett has recorded a music video, in which he sings and plays guitar, that will be played as part of the Chinese New Year celebration.
January 01, 2012
Marketing to the African-American CommunityIf youre not actively seeking African-American clients, youre overlooking a growing market.
December 31, 2011
Marketing to the African-American CommunityIf youre not actively seeking African-American clients, youre overlooking a growing market.
December 30, 2011
Donor-Advised Funds Enjoyed Strong Turnaround in 2010Donor-advised funds received $7.8 billion in 2010, 2.6% of total U.S. charitable giving for the year, helping fuel a turnaround for the segment, according to a new report from National Philanthropic Trust.
December 28, 2011
Occupy Main StreetEvery business impacts five constituencies: its clients, stakeholders, vendors, employees and community.