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.
Talking To Clients About Charities
By Barry HigginsByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 06, 2003
Prospecting Ideas For AdvisorsBy"Thars gold in them thar hills!" You still can almost hear the echo of those words shouted over 100 years ago as miners young ...
November 01, 2003
Artful PlacementMany planners will tell you that advertising is for the birds, but Cynthia conger's firm takes advertising seriously. "My advice about advertising is, identify the...
November 01, 2003
PathfinderMillard Fuller thought he'd given his young wife Linda everything she could possibly want. With a posh home in a tony neighborhood (and a maid...
September 01, 2003
Facilitating the ConversationThe FPA Retreat is a chance for members, including the leaders, pioneers, and deep thinkers of the Financial Planning Association, to get together in a...
July 25, 2003
FASB Puts Accounting Statements On WebNU Online News Service, July 25, 2003, 2:45 p.m. EDT -- The Financial Accounting Standards Board, Norwalk, Conn., has posted its statements about accounting ...
July 17, 2003
Foundation Source Founder Becomes Vice ChairmanNU Online News Service, July 17, 2003, 1:05 p.m. EST -- Foundation Source Philanthropic Services Inc., Norwalk, Conn., has hired Daniel Schley to be ...
July 01, 2003
Giving BackCharitable giving is something that many people only think about at the holidays, when mailboxes are jammed with greeting cards, homes are festooned with lights,...