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.
Wealthiest Donors Turned Frugal in 2010: The Chronicle of Philanthropy
By Michael S. FischerOnly 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 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.
February 01, 2011
Give It Away TodayAdvisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.
January 31, 2011
Oud?a: Systemic Risk Measures May Cause Systemic RiskA leader at an international financial institutions group says poorly designed efforts to reduce systemic risk could backfire.
January 31, 2011
Advisor tip: Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor.
January 28, 2011
IRA Rollover Gift Provision Expires MondayTaxpayers who act quickly may still be able to attribute an individual retirement account rollover charitable gift of up to $100,000 to 2010.
January 28, 2011
IRA Rollover Gift Provision Expires MondayTaxpayers who act quickly may still be able to attribute an individual retirement account rollover charitable gift of up to $100,000 to 2010.