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.
Public Speaking Tips
By Staff WriterHere are some additional tips for giving a great presentation. DOs o Arrive at least 45 minutes early. o Start and end on time. o Speak before food is...
February 01, 2004
Learning to Speak UpWhy give a talk to an investor audience? Your calendar is already full. Your to-do list is overflowing. Better to take a pass, right? Wrong. A...
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 ...