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.
Too Big to Fail: IAIS Sketching Out G-SIFI Standards
By Allison BellThe International Association of Insurance Supervisors may be close to giving details about preliminary methods for identifying "globally systemically important financial institutions."
February 15, 2011
6 Steps to Creating a 'Stop Doing' List to Increase Firm CapacityBefore adding headcount, take a look at your firm’s current processes and activities to see if you can increase capacity through greater efficiency.
February 14, 2011
To Pull in African-American Clients, Pinpoint Local Black ChurchesLee Hyder, Akron, Ohio-based financial advisor and founder of Lee Hyder & Associates, is the first to agree that most financial advisors have not…
February 10, 2011
Top 10 Nonprofit Investment PrioritiesAsset allocation changes focused on downside risk protection tops poll.
February 09, 2011
Wilmington Trust Boosts Foundation and Endowment StrategyHires F. Mackey Hughes in newly created role as MD of Endowments and Foundations.
February 07, 2011
Wall Street's Golden GooseThe final report of the Financial Crisis Inquiry Commission (FCIC) on the causes of the economic catastrophe that struck in 2008 was released Jan. 26.
February 07, 2011
Wealthiest Donors Turned Frugal in 2010: The Chronicle of PhilanthropyOnly a handful of the billionaires who said last year they would devote half their wealth to charity made big gifts in 2010, according to The Chronicle of Philanthropy, which published its annual list of the 50 most generous donors on Sunday.
February 07, 2011
Sustainability Formula for Nonprofits Takes Guesswork Out of EquationHighly sustainable organizations have effective leaders at all levels who hold themselves and everybody in the organization accountable.