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.
How to Simplify and Enhance Charitable Planning
By Staff WriterA primary goal for many wealthy clients.
August 26, 2010
Harris Rolls Out a Donor-Advised Fund With National Philanthropic TrustHarris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.
August 24, 2010
Northwestern Mutual Locates Our Inner Jim CramersAbout 75% of Americans feel as if they ought to give financial advice to others.
August 23, 2010
Bond fund inflows approach record winning streakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
Northwestern Mutual Locates Our Inner Jim CramersAbout 75% of Americans feel as if they ought to give financial advice to others.
August 13, 2010
Fidelity Gift Fund Reports Surge in Grant ContributionsFidelity Charitable Gift Fund's (Gift Fund) donors made more than 152,000 grants totaling $531 million to nonprofits nationwide during the first half of 2010.
August 13, 2010
FPA Announces Heart of Financial Planning Award RecipientsThe Financial Planning Association (FPA) is awarding eight recipients its 2010 Heart of Financial Planning Awards for their extraordinary work, contribution and giving back to the financial community and the public, FPA announced Monday, August 9.
August 06, 2010
CFP Launches "25 Tips Over 25 Weeks" Consumer Financial Planning InitiativeThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.