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.
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By Mike WerlingAdvisors who give back to their community often find that not thinking about business is the best way to attract it.
December 01, 2009
The Back to Basics CycleThere's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...
December 01, 2009
Be a GiverThe great American philosopher Ralph Waldo Emerson crisply observed that "every man is a consumer and ought to be a producer." Looking at the resumes of...
December 01, 2009
Checking It OutWhile charities are required by the Philanthropy Protection Act of 1995 to provide a disclosure prior to accepting a donation, very little in the disclosure...
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...
December 01, 2009
The Green Advisor: WalMart Shows the WayI've been to a number of advisor industry conferences over the last five years--some put on by custodians or broker/dealers and others by professional associations....
December 01, 2009
Clark at Large: An Expert's ExpertWhen I started reading his marketing pitch, my heart sank. I wanted to like Larry Chambers's new Attraction Marketing program for financial advisors, I really...
November 30, 2009
Get InvolvedAdvisors who give back to their community often find that not thinking about business is the best way to attract it.