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.
20 Most Generous U.S. Donors: 2016
By Michael S. FischerOverall giving by ultra-wealthy donors fell by 30% as tech entrepreneur donations plummeted.
March 01, 2016
Noncash Charitable Donations: Proceed With CautionFailure to properly document noncash gifts can result in disallowance as charitable tax deductions and even monetary penalties, the American Endowment Foundation warns.
February 29, 2016
8 tips to jumpstart your sales from the field of psychologyHave you ever wished that you had a crystal ball that told you what your customers were thinking?
February 18, 2016
How to Measure the Impact of Impact InvestingThe growing popularity of impact investing presents many challenges to advisors, among them how to measure results, which is not as simple as it sounds.
February 18, 2016
Using the qualified charitable distribution: 5 IRA scenariosNow permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.
February 18, 2016
Using the qualified charitable distribution: 5 IRA scenariosNow permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.
February 17, 2016
The Bright Side of Investor DistrustIf, as a recent poll found, investors are "scared" of working with advisors, that might be a good sign.
February 16, 2016
Advisors, Investors Still Hesitant on Robo-Advice, Polls ShowBoth Allianz Life and Practical Perspectives find tech-based investing won't replace human advisors anytime soon, despite robos' expansion.