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.
11 Most Generous Billionaires: Forbes, 2023
By Michael S. FischerThese members of the new Forbes 400 list have given 20% or more of their fortune to charity.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 01, 2023
Indexed Life Insurance Sales Climbed 7.6% Since Q2 2022: WinkWink CEO Sheryl Moore expects the number of issuers in the indexed life market to increase.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 21, 2023
This Worrying Trend in Philanthropy Could Hurt Advisors, TooIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 18, 2023
New York Life Donates $200K to Maui Wildfire ReliefThe life insurer has also pledged to match up to $100,000 in employee donations.
August 09, 2023
Jackson Aims to Lift Families From Poverty to Financial Well-BeingFinancial freedom doesn't begin at retirement; it's a lifelong pursuit built on financial knowledge, says Jackson's Danielle Robinson.