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.
Donating to Community Foundations: Fiduciary Best Practices
By Roger LevyConformity with fiduciary best practices allows a community foundation to maximize investment performance and its support of local institutions.
July 26, 2010
Icon's Callahan Suggests Jobs Data Has Little Impact on InvestingThe persistently high unemployment rate is seen these days as the key bellwether of the sluggishness of the economic recovery.
July 26, 2010
ConvergEx Awards Recognize Independent Research ProvidersConvergEx Group named winners of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010 on Monday, July 26.
July 26, 2010
Alberto Gutierrez named MassMutual's Volunteer of the YearCompany distributing $125,000 to eligible non-profits through its annual Community Service Awards.
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 20, 2010
Estate Planning: Interest Rate Drop Enhances Wealth Transfer OpportunitiesWith the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.
July 15, 2010
SIFMA Regulatory Reform Summit Opens With Neal Wolin as KeynoteIn an ironic coincidence, SIFMA's Regulatory Reform Summit opened Thursday, July 15, a day that sweeping reforms of America's financial system are expected to be approved by the Senate.
July 01, 2010
Britain Flirts With Double-Dip RecessionA slew of bad news from Britain this week has the potential to substantially impact the United States. While much of the public's attention is...