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.
OppenheimerFunds Launches New Philanthropy Program
By Michael S. FischerIn its new endeavor, OppenheimerFunds is partnering with the National Museum of Mathematics (MoMath) and Cross-Cultural Solutions
December 21, 2012
Advisors Giving Back: Holiday Slideshow, Part IIn our latest slideshow, we pay homage to advisors and their partners who share of their time and talents with their local, national and global community.
December 21, 2012
IRS Offers Useful Reminders for Charitable GivingThe IRS emphasized the importance of scrupulous record keeping of all contributions to nonprofit organizations, including canceled checks, pay stubs and acknowledgements of gifts received by charities.
December 20, 2012
3 sales questions to spur actionHow to get your prospects to overcome inertia and act.
December 20, 2012
Independent Advisors Giving BackA good number of financial advisors give back to their communities with time, services and financial support. Commonwealth Financial Network-affiliated…
December 20, 2012
How to Help Clients Avoid Holiday Financial Faux PasAlly Bank is here to get your clients through the holidays, with the help of ethicist and humorist Randy Cohen.
December 18, 2012
Gift Now or Not? Impact of Pease Limit on Charitable DeductionsWhile many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.