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.
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
By Jane Wollman RusoffSupercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking pot shots at him.
November 24, 2014
Where World’s Million-Dollar Donors Put Their MoneyEvery region's culture of charity is a little different. Here's how their biggest donors compare.
November 24, 2014
The Day After Veterans DayIll admit it: I didn't know what to write about this month in this magazine where Ive written editor's notes for about 13 years.
November 18, 2014
Donor-Advised Fund Assets Grew to Record $54B in 2013Contributions to DAFs totaled $17 billion in 2013, a 23.5% increase over the previous year.
November 18, 2014
3 Critical Reasons Your HNW Clients Need a P&C Insurance ReviewEstate planning to preserve wealth is getting more complex, and if a clients property and casualty insurance doesnt keep up, youre asking for trouble.
November 14, 2014
BMO poll: Canadians' charitable donations rise 8 percentMore than four-fifths (84 percent) of Canadians have made a charitable donation in the past 12 months, up from 77 percent in 2013.
November 14, 2014
BMO poll: Canadians' charitable donations rise 8 percentMore than four-fifths (84 percent) of Canadians have made a charitable donation in the past 12 months, up from 77 percent in 2013.
November 14, 2014
Small Foundations Have Outsized Charitable Impact, and Assets Have GrownFoundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.