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.
Giving Pledge Draws ‘Paltry’ Interest Among Billionaires
By Michael S. FischerWealth-X investigates why only 5% of the world's billionaires have signed the Buffett-Gates pledge to leave half their wealth to charity.
December 20, 2013
Most Canadians plan to give over the holidaysThe survey's release coincides with a 2013 BMO Employee Giving Campaign underway across North America.
December 20, 2013
3 Charity Strategies to Cope With Rising TaxesClients are showing particular interest in these three tax planning techniques, says Carol Kroch of Wilmington Trust.
December 20, 2013
8 holiday giving tips your clients will appreciateThere are simple rules that can maximize the benefit to the clients intended beneficiary and clients financial well-being.
December 20, 2013
8 holiday giving tips your clients will appreciateThere are simple rules that can maximize the benefit to the clients intended beneficiary and clients financial well-being.
December 19, 2013
Advisors, Execs Give Back During the HolidaysTeams of advisors are supporing the arts, James Hamilton of Raymand James says, while LPLs CEO is growing a beard for an animal charity.
December 18, 2013
5 LinkedIn updates to knowLearn about these new features to enhance your connections.
December 16, 2013
7 Billionaires Pledge Half Their Wealth to CharityGroupon CEO Eric Lefkofsky and a top hotel executive are among the latest crop of Giving Pledgers.