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.
Making Charitable Initiatives a Win-Win for Your Community and Your Business
By Todd SchoonFinancial representatives (F.R.) have a range of reactions to the idea of integrating philanthropy and volunteerism into their businesses. To some, it feels like two ...
December 01, 2007
Ask and ye shall receiveWho? What? When? Where? Why? How? Those six questions are the keys to getting to the bottom of any story. Journalists live by them and make entire careers out of them. Six simple words with question marks after them. Children, much to the
December 01, 2007
ExpectationsTo quote Johnny Mathis, "It's the most wonderful time of the year." In fact, if you close your eyes and take a deep breath, you can...
December 01, 2007
A Matter of PrincipleAsk any group of advisors what first attracted them to the profession or where they find the greatest job satisfaction and the most common answer...
November 30, 2007
Ask and ye shall receiveWho? What? When? Where? Why? How? Those six questions are the keys to getting to the bottom of any story. Journalists live by them and make entire careers out of them. Six simple words with question marks after them. Children, much to the
November 27, 2007
Help Your Clients By PuttingAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...
November 27, 2007
Help Your Clients By PuttingAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...
November 26, 2007
Bloomberg To Attend GalaThe Insurance Industry Charitable Foundation will be presenting $500,000 in grants Dec. 5 at a dinner in New York.New York Mayor Michael Bloomberg expects to ...