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.
Does Your Client Want to Divest From Fossil Fuels?
By Joyce HansonMany clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
September 18, 2013
4 Financial Planning Profiles That Determine Consumers’ Future SuccessIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
September 17, 2013
Corporate Giving Back on Prerecession Track: ReportAggregate corporate giving rose by 42% from 2007 to 2012, according to CECP.
September 16, 2013
What Nonprofits Want From FundersNonprofits believe foundations could be a lot more helpful in certain critical areas, according to a survey by the Center for Effective Philanthropy.
September 11, 2013
The America's Cup & What Not to Learn from Larry EllisonWhat Donald Trump is to the East Coast, Larry Ellison is to the West Coast, and it aint' pretty.
September 10, 2013
The Benefits to Clients From the Deferred Income Annuity Sales BoomDeferred income annuities are experiencing a sales growth spurt in the market, which has motivated insurance carriers to design products to meet individual clients needs.
September 09, 2013
Wealthy Investors Skeptical of Companies’ Socially Responsible ClaimsAffluent investors tend to be skeptical of companies that proclaim they have a socially responsible strategy, wondering whether this is simply a public relations gimmick.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.