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.
Forget Chicken Little
By James J. GreenWhat'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...
September 21, 2009
Are There Still Wealth Transfer Opportunities for Clients?The "perfect storm" resulting from reduced asset values and historically low interest rates can become very effective wealth transfer strategies.
September 21, 2009
Philanthropy: Tax Planning and BeyondInstead of seeing charitable giving as a way to discharge a moral responsibility, donors are viewing philanthropy as a proactive part of the high-net-worth lifestyle.
September 15, 2009
Giving is better than receivingAdrian Miller Sales Training Who wasn't told as a child that it's better to give than to receive? At the time, we might have thought that this only referred to birthday and holiday gifts, but this old adage is just as applicable now
September 14, 2009
True or False: Obama's Charitable Deduction Proposal is Bad for Wealthy InvestorsThe Obama Administration's proposed cap on charitable deductions for the highest earners among us hasn't been front-and-center for several months, but it will grab headlines again.
September 01, 2009
3 Steps to Gaining Prospects Through Radio MarketingSo you've landed yourself on the air on a talk radio station in your community and developed a show format that positions you as an expert in your field. You have developed a listener base and found a few sponsors, but the $64,000 question is
September 01, 2009
Make opportunities from objectionsTop Ten Selling The best salespeople know that an objection from a prospective customer is an opportunity. It is a clear sign that the prospect is giving your product or service consideration and may be on the verge of buying. The best salespeople
September 01, 2009
Catching Up With: Kim Wright-ViolichSchwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...