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.
Help Your Clients Make The Most Of Their Charitable Gifts
By Mark D. OlsonEach 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 ...
November 06, 2003
How Planners See The Future Of The ProfessionHow Planners See The Future Of The Profession ByPhiladelphia Hundreds of financial planners jammed a 7 a.m. session here to hear what four prominent planners ...
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 ...