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.
Allstate Gives Its Agents Their Own Web Sites
By Trevor ThomasAllstate Gives Its Agents Their Own Web SitesByAllstate Insurance Company is helping its 11,000 exclusive agents create their own individual Web sites.Visitors to Allstate.com, Allstates ...
January 01, 2004
Walking The Tightrope Of An Improving, But Still Uncertain, EconomyWalking The Tightrope Of An Improving, But Still Uncertain, EconomyIts really something to behold, when press releases arrive here saying, "We hired 20 new people ...
December 18, 2003
Stock Rebound Helps Schwab Fund ContributionsNU Online News Service, Dec. 18, 2003, 9:45 a.m. EST -- The Schwab Fund for Charitable Giving, San Francisco, a donor-advised charitable fund, says ...
December 05, 2003
UnitedHealth Gives Feds More Time To Eye DealNU Online News Service, Dec. 5, 2003, 11:07 a.m. EST -- UnitedHealth Group Inc., Minnetonka, Minn., says it is giving antitrust regulators at the ...
December 05, 2003
Citigroup Forms International Donor-Advised FundNU Online News Service, Dec. 5, 2003, 1:11 p.m. EST -- The private banking unit at Citigroup Inc., New York, has set up Meaningful ...
November 25, 2003
Working With Other Advisors During The Charitable Giving ProcessWorking With Other Advisors During The Charitable Giving ProcessThere are a lot of legal documents that are needed when developing a charitable giving plan for ...
November 25, 2003
Helping Clients Leave Positive 'Tracks'Helping Clients Leave Positive TracksThere is an old Native American proverb that states, "We will be known forever by the tracks we leave." You may ...
November 25, 2003
Help Your Clients Make The Most Of Their Charitable GiftsEach year, Americans give billions of dollars to support their favorite charities. Total charitable giving reached $240.92 billion in 2002, with 76.3% of that figure ...