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.
Editor's Choice for Aug 1
By Kate McBrideNo matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 15, 2009
Survey: Grandparents leave billions to grandchildren in past five yearsAmerica's grandparents have handed over more than $370 billion to grandchildren within the last five years. And as the economy gets worse, they feel even...
July 14, 2009
MassMutual Announces AwardsMassachusetts Mutual Life Insurance Company will be recognizing financial professional volunteers by giving $100,000 to nonprofit groups they support.
July 09, 2009
How do you Simplify Family Foundations?Foundation Source is launching a comprehensive advisory service, and has named the firm's Chief Philanthropic Officer, Page Snow, president of the new service, Foundation Source Advisors.
July 08, 2009
How Can Investment Advisors Retain Assets and Do Good Deeds?Now investment advisors can retain control of the asset management function for client's gifts placed in a donor-advised fund (DAF), until the assets are granted out to charities (which can be years).
July 02, 2009
Beware too much touchy, feelyConventional wisdom puts investment performance second to the "therapy" approach to financial planning. It dictates you know as much as you can about client...
July 01, 2009
2009 Senior SurveyAfter months and months of worsening economic news, America's seniors still have a cautious optimism about their financial futures.
June 30, 2009
2009 Senior SurveyAfter months and months of worsening economic news, America's seniors still have a cautious optimism about their financial futures.