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.
Schorsch’s RCAP Adds Ex-LPL Exec Dwyer in Leadership Shakeup
By Janet LevauxBill Dwyer will be CEO of the Realty Capital Securities unit, while other new additions will give the rapidly growing firm a "deep bench."
September 16, 2014
U.S. Donors Gave $335B to Charity in 2013: ReportThe recession has been over since mid-2009, but charities are just now catching up.
September 12, 2014
7 proven ways to stimulate referrals without even askingMaking these small adjustments to your sales process will boost your business for years to come.
September 08, 2014
David Bach: Smart Advisors Finish RichThe best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.
August 25, 2014
Collaborative Divorce: A Win-Win DissolutionRemember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.
August 25, 2014
Self-Reporting Tool for Nonprofits Draws Howls From WatchdogsWhos better at telling donors about a nonprofits fundraising performance, the charity itself or a watchdog group?
August 14, 2014
Edward Jones to Fund Series 7 Course for College StudentsThe firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
July 31, 2014
Green Movement Looking Pretty White, Study FindsA study finds minorities underrepresented in environmental organizations, though women have made gains.