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.
The Green Advisor: SRI & Green Investing Grow Up
By Bob Keane"Socially Responsible Investing (SRI) has for decades remained on the fringe of strategic money management, routinely battling the perception that prioritizing an ethical or social...
October 21, 2009
Why Now Is a Good Time to Review Clients' Charitable Giving Strategies, Especially Private FoundationsGavin Morrissey finds it understandable that clients would want to reduce their charitable giving in difficult times.
October 19, 2009
Close The Case With Cash Flow AnalysisGiven today's economic climate, clients are more careful than ever about planning for the future.
October 18, 2009
Close The Case With Cash Flow AnalysisGiven today's economic climate, clients are more careful than ever about planning for the future.
October 15, 2009
Charitable Lead Trusts Popular AgainAn old philanthropic planning technique is ready to explode in popularity. Parents have long used charitable lead trusts to make tax-free gifts to their children while using philanthropy as a way to prepare them for wealth.
October 01, 2009
Community Awards Raise Money, Highlight Advisor VolunteersThird annual leadership awards soldier on through difficult times
October 01, 2009
Who's Giving, and How, and Why?If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...
October 01, 2009
Forget Chicken LittleWhat's the current state of philanthropy? Eileen Heisman, CEO of National Philanthropic Trust, notes that "when the market was high and we didn't know...