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.
Start a New Season of Giving
By Staff WriterIf you have ever spent time participating in a charitable organization or, in my case and that of my wife and children, being involved in...
January 09, 2006
Lincoln Charity Announces Fourth-Quarter GrantsThe philanthropic arm of a big East Coast life insurer is making large grants to organizations that help children and support homeowners.The foundation, affiliated with ...
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 01, 2006
Need More Credibility With The Affluent? Borrow It!Want to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...
December 14, 2005
Survey Uncovers Layoff Planning WeaknessesMany employers plan to let employees go in 2006, but some appear to be giving little thought to severance pay.[@@]Researchers with WorldatWork, Scottsdale, Ariz., ...
December 04, 2005
Help Your Clients By Putting Planned Giving Into ContextAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate and income tax liabilities. The CRT ...
December 04, 2005
Help Your Clients By Putting Planned Giving Into ContextAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate and income tax liabilities. The CRT ...