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.
Take A Values-Based Selling Approach To Charitable Giving
By Len SchollByThe 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 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 ...
September 03, 2002
Sullenger To Lead MDRTNU Online News Service, Sept. 3, 1:30 p.m. -- The Million Dollar Round Table, Park Ridge, Ill., says it has picked Richard Sullenger to ...
September 01, 2002
What Agents Deal With In Moving To Fee-Based PlanningWhat Agents Deal With In Moving To Fee-Based PlanningByTwo appointments--3 hours. Detailed needs analysis--4 hours. Time spent driving to and from a prospects home--2 hours, ...