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.
Advisors Make a Positive Impact at Annual TDAI Conference
By John SullivanToo much wine and too many late nights gave way to helping hands at TD Ameritrades annual conference in San Diego.
February 04, 2013
Get your point across—with questionsAsk prospects questions in a way that demonstrates your knowledge.
January 29, 2013
Fidelity Charitable Sees Record Grants and Contributions in 2012Last years improved stock market and economic conditionsand an uncertain tax environmentmade donors feel more charitable.
January 29, 2013
Philanthropy Changes as Rising Generation of Donors EmergesThe next generation of high-net-worth donors will make philanthropy more impactful, more hands-on and more networked, according to a new study.
January 25, 2013
Client Views: Fear and Loathing in the Reception RoomIf its true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.
January 25, 2013
Charitable giving linked to stock performanceA U.S. Trust managing director says advisors should not shy away from discussing charity with clients.
January 24, 2013
Charitable Giving Linked to Higher Stocks, Not Lower TaxesThe stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.
January 22, 2013
Nonprofits Often Their Own Worst Enemy in FundraisingA new study by CompassPoint and the Evelyn and Walter Haas Jr. Fund uncovered reasons why many nonprofits are caught up in this vicious cycle.