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.
Holiday Giving Survey: Three Quarters of U.S. Adults Will Make Donations
By Michael S. FischerMore than 174 million adult Americans plan to give money to charity between Thanksgiving and year-end, according to a Convio survey released Tuesday.
November 24, 2010
Wright-Violich on Why and How Americans Give: The Holiday InterviewKim Wright-Violich is clearly an advocate for the donor-advised fund that she runs, Schwab Charitable, but in an interview in late October, she also displayed the easy command of both the United States tax code and the psyche of the affluent.
November 23, 2010
10 Great Holiday Gift Ideas to Thank Clients, and Strengthen Your Ties to ThemThis holiday season, provide clients with gifts that are personal and will be appreciated by them, but will also help build your business now and in the future.
November 17, 2010
Stefanos Loisou: Helping his clients SWAN (sleep well at night)We chatted with Stefanos to see why the senior market is important to him, and to find out what he sees as the biggest challenges in the market.
November 16, 2010
Country Financial: Financial Literacy Top Concern for Parents Post RecessionThe deep downturn in the American economy may have an unexpected upside for future generations.
November 15, 2010
Nonprofits Can Be Hurt by ‘Watchdog’ Groups: New StudyAt year-end, most Americans typically decide which nonprofits organizations they will give money to, and many seek help making their choices. However, donors are not...
November 11, 2010
Family Foundations Consider Issue of Perpetuity vs Limited LifeMost family foundations in the U.S. are set up to exist in perpetuity, but the number of limited-life foundations is increasing.
November 10, 2010
Socially Responsible Investing Rose During DownturnSRI assets grew during the economic downturn by a rate of 13%, from $2.71 trillion to $3.07 trillion, while overall assets just increased by 1%, according to a new report from the Social Investment Forum.