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.
Socially Responsible Investing: A Way to Attract Younger Clients
By Bernice NapachMore than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
May 08, 2015
New DAF Enables Donors to Fund Individual ResearchersBenefunder has introduced a donor-advised fund to which, it says, advisors can direct clients who want to support research in areas of their interest.
May 05, 2015
How to sell insurance to womenThe president of Prudential's agency distribution tells how financial professionals can work more effectively with women.
May 04, 2015
Colleges Face Roadblocks to Socially Responsible InvestingA survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.
April 28, 2015
Prepare now for next year’s non-cash charitable contributionsOne way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
April 28, 2015
Prepare now for next year’s non-cash charitable contributionsOne way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
April 23, 2015
Share your sales processDo your prospects understand your sales process? If not, consider giving them a heads-up early on.