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.
Evolve Into A New Type Of Financial Advisor
By Mark MatsonEvolve Into A New Type Of Financial AdvisorByMany financial professionals are caught in a vicious downward spiral that robs them of potential income, personal satisfaction ...
March 13, 2003
Agencies Lower UnumProvident Ratings One NotchNU Online News Service, March 13, 2003, 6:23 p.m. EST -- UnumProvident Corp., Chattanooga, Tenn., says it's pleased that Fitch Ratings, New York, and ...
January 16, 2003
Manulife Introduces Charitable Remainder Trust ModuleNU Online News Service, Jan. 16, 12:33 p.m. -- Manulife USA, Boston, has developed a software module that teaches financial advisors how to explain ...
December 01, 2002
Advisors Must Take Care To Deal With Qualified Charitable OrganizationsAdvisors Must Take Care To Deal With Qualified Charitable OrganizationsA qualified charity is one that is tax-exempt and is eligible to receive contributions that are ...
December 01, 2002
Rules And Limitations Of CRTsIn order to preserve the favorable tax treatment associated with making charitable gifts, certain rules and limitations apply when making gifts outright to a charity ...
December 01, 2002
Despite Bear Market, Advisors Need Strategies For Charitable GivingDespite the recent difficult economy, advisors should know many of their clients remain committed to charitable giving and philanthropic causes. History shows this to be ...
December 01, 2002
Take A Values-Based Selling Approach To Charitable GivingByThe desire to leave a lasting legacy is an emotional issue and a powerful motivator. It can get to the heart of whats truly important ...