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.
Buffett, Gates’ Giving Pledge Gains 10 More Families
By Marlene Y. SatterTen more of America's wealthiest families took the Giving Pledge, begun by Warren Buffett and Bill and Melinda Gates last June. The latest signatories, announced Thursday, brought the total to 69.
April 29, 2011
Kim Wright-Violich to Leave Schwab Charitable June 30As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.
April 28, 2011
Philanthropy Forum: Most HNW Clients Dissatisfied With AdviceGo ‘beyond expectations’ of your clients and the relationships will deepen.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.
April 28, 2011
The 6 Stages of the ‘Philanthropic Curve’2011 Conference on Philanthropy kicks off, noting vast opportunity for advisors to deepen relationships with clients, and to do great things in the world.
April 27, 2011
Cogent: Affluent Generation X Investors Dissatisfied with AdvisorsMany affluent U.S. investors in their 30s and 40s are thinking about finding new financial advisors.