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.
What’s a Donor to Do When Nonprofits Do Wrong?
By Michael S. FischerWhat recourse do donors have when they think a recipient organization has gone off the rails? Many ways exist for a donor to control a gift, according to David Leibell, a partner at the law firm Wiggin and Dana.
March 31, 2011
Advisors: 3 proven ways to get referrals without askingThere are seven proven ways to promote referrals to your clients. About 70 percent of the time, these techniques will result in your clients giving you referrals.
March 25, 2011
Warren Buffett and Madonna: A Tale of Two PhilanthropistsAll eyes were on Warren Buffett, Bill and Melinda Gates and Madonna as these public figures struggled this week to increase charitable giving in India and Africa.
March 21, 2011
U.S. Millionaires’ Charitable Giving Fell in 2010: Spectrem SurveyAmerican millionaires gave less to charity in 2010 than they did in 2009, despite their strong philanthropic tendencies, according to a survey released by Spectrem Group.
March 18, 2011
Boomers Focused on Preserving Savings, Charitable Giving: Schwab SurveyCharitable giving and budgeting are top priorities among American adults aged 50 or older, according to Charles Schwab’s latest quarterly retirement pulse survey released Thursday.
March 18, 2011
Philanthropy Checklist: NPT’s Eileen Heisman Discusses Best PracticesHeisman discussed some best practices of the kind of philanthropy she and her colleagues see, picked up from donors and people they respect about how they approach philanthropy.
March 12, 2011
Powerful advisor presentations: Wrapping up the presentationThis is the third and final part of our segment on giving powerful presentations. Below are some tips from top advisors what to do when your presentation draws to an end.
March 10, 2011
Commonwealth Financial Forms Charitable FoundationThe charity organization aims to boost the impact that Commonwealth Financial’s 1,400 advisors have in their communities nationwide.