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.
MDRT Arm Gives To Quake Recovery Effort
By Staff WriterThe Million Dollar Round Table Foundation is giving $10,000 to the Red Cross Society of China to help support the victims of the 7.9 magnitude ...
May 28, 2008
Charitable donations$295,000,000,000 - According to Giving USA 2007, the amount U.S. donors gave directly to charitable causes in 2006. 40 - The percentage of affluent Americans that...
May 28, 2008
Eight out of 10 advisors say they lack necessary charitable giving expertiseA recent survey from Schwab Charitable on charitable giving found: Wealthy Americans give 8 - 10 percent of annual income to charity, compared with 2...
May 28, 2008
Boomer advisors too reluctant to broach charity topicThe United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
May 01, 2008
Further MomentumIf your clients haven't already asked about socially responsible investing (SRI), they probably will in the near future. SRI has established itself firmly as a...
April 18, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial
April 17, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial
April 11, 2008
What kinds of direct marketing are most likely to attract your attention?Walter T., 67Tempe, Ariz."I get to spend a lot of time online now that I'm retired, and I notice that a lot of the sites I visit have ads for financial services or free seminars. I clicked on one of those once because it offered a free gift card