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.
Share the Wealth
By Angie HerbersOne of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.
December 01, 2010
Donor Advised Funds: Busting the Myths, Experiencing the RewardDon't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.
November 30, 2010
RoEoSoPoEoCoT 3 ways advisors can earn itSan Diego-based advisor Bill Smith has written a book I recommend for producers wanting more success and balance in their lives and profession.
November 30, 2010
Holiday Giving Survey: Three Quarters of U.S. Adults Will Make DonationsMore than 174 million adult Americans plan to give money to charity between Thanksgiving and year-end, according to a Convio survey released Tuesday.
November 30, 2010
Warren Buffett and Bill Gates Talk Taxes and PhilanthropyWarren Buffett, Bill Gates, Ted Turner and Tom Steyer tell Christiane Amanpour why the prospect of higher taxes aren't so bad.
November 29, 2010
NAILBA 29: Foundation Raises $170,000The National Association of Independent Life Brokerage Agencies Charitable Foundation raised about $170,000 during the group's recent annual meeting.
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.