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.
IRS Should Get Tougher on Charities: GAO
By Michael S. FischerBudget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.
December 24, 2014
Faith-Based Advisor Group Requires a Real CommitmentGaining a Qualified Kingdom Advisor designation isnt for advisors who just want to put a fish on their business card, says Rob West.
December 24, 2014
Global Philanthropists Put Growing Demands on AdvisorsAdvisors need more tools to add value for increasingly sophisticated overseas donor clients, says Maggi Alexander of The Philanthropic Initiative.
December 22, 2014
Emerging-Market Crises Show Way for Russia: El-ErianRussia must take plenty of action and change course on Ukraine as well, the economist argues.
December 19, 2014
I give because... Why MDRT joined #GivingTuesdayCheck out some of MDRT's members' reasons for giving back during #GivingTuesday.
December 10, 2014
15 Biggest Donations of 2014To date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.
December 10, 2014
A practice niche with untapped potentialA planned gift funded with life insurance is a donation that can have a really positive impact.
December 08, 2014
Tony Robbins slams critics, says he’s not a financial advisorThe supercoach and author of a new investing book answers those who have taken pot shots at him and his strategies.