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.
Powerful presentations turn prospects into clients
By Amanda McGroryDelivering powerful presentations is an essential task for any advisor. This is your chance to show prospects you are an honest, competent financial partner. But it's not always that simple.
December 09, 2010
Wealthy Group ‘Alarmed’ by Tax Cut Deal; 17 Billionaires Join Gates, Buffett's PledgeIn the midst of the furor over President Obama’s tax cut deal with the Republicans, a group of wealthy Americans has come out against extending the Bush-era tax cuts for high income individuals, and Warren Buffett and Bill Gates had 17 more billionaires join their pledge to give away their...
December 09, 2010
Top 6 Financial Gifts for a Happy, Prosperous, Holiday SeasonA thoughtfully selected gift that helps ease a loved one’s or a charity’s financial burden can’t go amiss. Here are the top 6 financial feel-good gifts to give this holiday season.
December 08, 2010
Transitions (II): The Pre-Independence Checklist for Wirehouse AdvisorsBefore you jump from the wirehouse ship, take seven steps to help guide your move
December 06, 2010
Facebook fan average ROI: $136.38A study by Syncapse found insight into the financial impact that Facebook fans can have on a business or organization by examining product spending, brand loyalty, propensity to recommend, brand affinity and earned media value.
December 06, 2010
Donor-Advised Funds’ Growth Surges: NPT Report for 2010Although the U.S. economy continued to struggle in 2009, the number of donor-advised funds grew by 3% and total dollar grants from these vehicles to charities…
December 06, 2010
Nonprofit Compensation and Governance in SpotlightIncreased scrutiny ratchets up demands on nonprofit board members.
December 05, 2010
Foundations, SRI Can Be a Good Marriage‘No investment penalties’ for SRI; foundations can get a customized index portfolio.