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.
Giving Back
By Staff WriterCharitable giving is something that many people only think about at the holidays, when mailboxes are jammed with greeting cards, homes are festooned with lights,...
April 10, 2003
GAO: European Bosses Also Fear Giving Financial AdviceNU Online News Service, April 10, 2003, 4:46 p.m. EDT -- European countries that have used voluntary individual accounts to reform their social security ...
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 ...