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.
Ask and ye shall receive
By Mike WerlingWho? 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 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 ...
October 30, 2007
Schwab Announces 2007 Impact Award Winners at ConferenceThe winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 01, 2007
Cash Camps for KidsMoney Camps, Inc. (www.moneycamps.com) holds events for people of all ages, especially children. Money Camps for Kids was created to introduce the world of finances...
October 01, 2007
Anatomy of a NicheFinancial advisors are always seeking to connect on a personal level with their clients and to uncover shared interests and beliefs. While this isn't the...
October 01, 2007
T.R. vs. J.P.It would be called the Bankers' Panic, the Roosevelt Panic, or simply the Panic of 1907. A hundred years ago this month was the culmination...
September 02, 2007
Attract The Mega-Affluent In BunchesSome people say the following story isn't true.David Stillwater didn't even notice how easily he left behind the "anti-establishment" mentality of the 70s as he ...