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.
Advisors Must Take Care To Deal With Qualified Charitable Organizations
By Richard C. BaierAdvisors 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
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 ...
November 17, 2002
Older Windows Versions May Cause Problems For Agency SystemsOlder Windows Versions May Cause Problems For Agency SystemsLas Vegas Older versions of the Microsoft Windows operating system are far less efficient and may hurt ...
November 01, 2002
Winds of ChangeArturo Tabuenca is proud to call himself a socially responsible investment consultant. Contrary to what you might think, however, he does not go to work...
November 01, 2002
Front Seat DriverAltruistic charitable giving notwithstanding, philanthropy is pretty much a fourth-quarter phenomenon. Given the outpouring of donations following 9/11 (individuals contributed some $1.25 billion while foundations...
October 30, 2002
Assess Brands For New Profit Opportunities: ConsultantNU Online News Service, Oct. 30, 2:10 p.m. -- Senior executives should look at how each of their company's brands fit the business's overall ...
October 01, 2002
Nationwide Completes Provident AcquisitionNU Online News Service, Oct. 1, 8:08 p.m. -- Nationwide Financial Services Inc., Columbus, Ohio, says it has completed a previously announced $1.1 billion ...
September 03, 2002
California Blue Shield Hires OptumNU Online News Service, Sept. 3, 10:43 a.m. -- Blue Shield of California, San Francisco, has hired Optmum Inc., Golden Valley, Minn., to help ...