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.
The Building Blocks Of Charitable Giving
By Warren S. HerschDecember, the month of gift-giving and good cheer, has long been the time when clients dispense their largesse to secure a year-end tax-deduction. And a growing number of these charitable contributions are not the one-time variety
December 10, 2006
NIMCRUTs Encourage Charity While Nurturing Financial SecurityThe Giving USA Foundation, which tracks philanthropy practices in the United States, reports that charitable contributions reached an unprecedented $260.3 billion in 2005. The trend ...
December 10, 2006
Planned Giving Solutions For An Exit StrategyUsing your clients' social capital can help solve their conflicting goals. Rather than having their tax dollars go to the government, we make those dollars ...
December 10, 2006
NIMCRUTs Encourage Charity While Nurturing Financial SecurityThe Giving USA Foundation, which tracks philanthropy practices in the United States, reports that charitable contributions reached an unprecedented $260.3 billion in 2005. The trend ...
December 10, 2006
Decoding New Pension Law's Impact On Charitable GivingComing in at almost 1,000 pages, even policy geeks might find themselves challenged by the Pension Protection Act of 2006. There is a lot there. ...
December 09, 2006
The Building Blocks Of Charitable GivingDecember, the month of gift-giving and good cheer, has long been the time when clients dispense their largesse to secure a year-end tax-deduction. And a growing number of these charitable contributions are not the one-time variety
December 01, 2006
Are you prepared for what's next?As I take my leave of the managing editor position at SMA, something I can offer to advisors is a view from the outside from someone who's been privy to the inside. This is an industry with the potential for advisors to do great things. Giving
December 01, 2006
Giving Back, SmartlyThe advisor's frustration was palpable. We had begun the conversation during lunch at the annual Financial Planning Association conference with a simple question about his...