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.
World Regulators Eye Status of Insurers
By Allison BellThe Financial Stability Board is still trying to decide just where insurers should fit in rules meant to address systemic and moral hazard risks at systemically important financial institutions.
June 29, 2011
George Soros Lays Out Goals for Open Society Foundations After His DeathPhilanthropist George Soros is laying out plans to keep his Open Society Foundations relevant after his death.
June 28, 2011
How to support a charitable organization, part 1As business executives, we are approached on a regular basis by non-profit organizations who are seeking financial assistance. How do you handle all of these requests?
June 28, 2011
How to support a charitable organization, part 1As business executives, we are approached on a regular basis by non-profit organizations who are seeking financial assistance. How do you handle all of these requests?
June 27, 2011
MDRT Foundation Raises $176,000 for Global Grant ProgramsMembers of the Million Dollar Round Table raised more than USD $176,000 to support the charities funded by the MDRT Foundation's global grant programs at this year's MDRT Annual Meeting, according to MDRT.
June 27, 2011
Fidelity Boosts Philanthropic Resources for Family OfficesFidelity Family Office Services in an alliance with Foundation Source is expanding the resources available for philanthropic planning for family offices.
June 24, 2011
The 5 secrets to successful askingThere are five secrets to great asking that can guarantee you results, however big or small. If you ever find yourself hitting brick walls and coming up short in responses, come back to these five tips:
June 24, 2011
How to Lose a Charitable Deduction: The IRS SpeaksA simple, yet unforgivable, mistake could cost your clients their charitable deductions. What to do and what not to do.