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.
M Financial Adds Five Member Firms
By Staff WriterNU Online News Service, Feb. 15, 12:37 p.m. -- M Financial Group, Portland, Ore., a financial services marketing cooperative, has added five new member ...
January 13, 2002
Why Is the FPA Backing This Bill?A pending reform bill would promote double dipping
January 03, 2002
The Giving SeasonEditor For children, the just-passed holiday season is mostly about getting. For adults, this doesn't totally change, of course. As I write this, I think about...
December 27, 2001
National Underwriter Publishes Charitable Giving GuideNU Online News Service, Dec. 27, 1:09 p.m. -- The National Underwriter Company, Erlanger, Ky., the company that sponsors this Web site, has published ...
December 02, 2001
Use Donor-Advised Fnds To Leverage Charitable GiftsUse Donor-Advised Funds To Leverage Charitable Gifts ByDonor-advised funds present an exciting opportunity for financial advisors to expand their role in the charitable giving ...
December 02, 2001
Check Out Local Community FoundationsByCommunity foundations have become the fastest growing sector of philanthropy. In 2000 alone, the 664 community foundations across America received new gifts over $4 billion ...
November 26, 2001
Charitable Accounts Spur Giving, Schwab FindsNU Online News Service, Nov. 26, 4:25 p.m. -- The Charles Schwab Corp., San Francisco, says 78% of the customers who have opened accounts ...