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.
6 Steps to Creating a 'Stop Doing' List to Increase Firm Capacity
By Spenser SegalBefore adding headcount, take a look at your firm’s current processes and activities to see if you can increase capacity through greater efficiency.
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.
February 06, 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 03, 2011
TD Ameritrade Offers Matching Gift to Foundation for Financial Planning; Launches RIA Educational ToolTD Ameritrade Institutional pledges $1 million match for contributions to the Foundation for Financial Planning; adds Advisor Education.
February 01, 2011
Advisor tip: Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor.