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.
The charitable gift annuity: 10 talking points for donors
By Tom NawrockiFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
November 30, 2015
How Doing Good Can Help Advisors Do BetterGiving back can have a positive effect on personal satisfaction, resilience and productivity yours and your team members.
November 25, 2015
Donor-Advised Fund Juggernaut Continues to Dominate Charitable GivingHowever you measure their growth, donor-advised funds as charitable giving vehicles are on a roll.
November 24, 2015
Insurance industry keeps up charitable giving campaignsUpheaval may be forcing the donors to dig deeper.
November 24, 2015
Insurance industry keeps up charitable giving campaignsUpheaval may be forcing the donors to dig deeper.
November 24, 2015
Why We’re in a Bull Market for Donor-Advised FundsThe benefits to many clients are clear in fact, there are at least 12 and the timing is right.
November 24, 2015
Giving Back Has Made This 41-Year-Old Billionaire Less PopularAfter making $4 billion, ex-Centaurus Advisors manager John Arnold closed his fund, grew a beard and started a foundation. So why do people dislike him?
November 18, 2015
7 smart ways to embrace charitable endeavors this holiday seasonBefore you embark on a new cause, here are a few tips that may help your company go about charitable endeavors in the most effective manner.