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.
Flood Relief Effort: Nationwide To Donate $100,000
By staff WriterThe Nationwide Insurance Foundation is giving $100,000 to the American Red Cross Disaster Relief Fund to help victims of the recent flooding in Tennessee.
May 01, 2010
The High-Performance Coach: Building Loyal Client AdvocatesIn this month's column, we will introduce the concept of Loyal Client Advocates. One of our coaching observations is that high-performing advisors reject the general...
April 30, 2010
Weekend interview: Greece's wings of waxQuestions surrounding Greece's solvency and the resulting fallout continue to grow. In recent days, more than one commentator has openly asked if it's the beginning...
April 30, 2010
Sontag Advisory commits funds for new 400-student school in HaitiSontag and Charitable Giving Partners to construct fully equipped, earthquake-resistant primary school
April 21, 2010
Foundations' Grant Making Plummeted in 2009Foundation Center forecasts modest improvement in 2011.
April 20, 2010
Getting introduced to the affluentIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 20, 2010
Getting introduced to the affluentIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 02, 2010
Global Private Equity Showed Signs of Reawakening in Q1Fundraising picked up in 2010's first quarter, but investment environment remains challenging