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.
Good news! Advisors now trump doctors on trust
By Steven McCartyIf you want to build trust, truly help your clients and do no harm.
August 27, 2012
Boomer Women Much More Charitable Than Male CounterpartsA new study has found that women born during and before the Baby Boom gave more to charity than their male counterparts.
August 21, 2012
Who’s the Most Generous of All? The Findings May Surprise YouA new study by The Chronicle of Philanthropy finds wide disparities in generosityby states, metropolitan areas and household wealth.
August 21, 2012
Dodd-Frank: Here to StayIf Republicans run the table in this years elections, it is certainly possible that some of the more controversial provisions of the Dodd-Frank Act may be revisited, said David Tittsworth, executive director of the Investment Adviser Association (IAA) in Washington.
August 20, 2012
No Time to Research Nonprofits? The Giving Library Has Done It for YouThe Laura and John Arnold Foundation last week released an online library with information about hundreds of American nonprofit organizations to help donors explore giving opportunities in one place.
August 16, 2012
Five Good Questions for Michael Kitces of PinnacleThe portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
August 07, 2012
What Makes Nonprofits Toss and Turn? MarketingWhen it comes to running a nonprofit organization effectively, here are some basic issues that keep their principals up at night, according to new research from Constant Contact.
August 07, 2012
CDC says graphic anti-smoking ads work, more on the way (USA Today)There is no tally yet on how many did try to quit, but the ads generated 192,000 extra callsdouble the usual numberto its toll-free quit line and 417,000 new visitors to smokefree.orgtriple the regular traffic.