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.
New Sales Research Puts the Spotlight on You
By Jill KonrathWhat really makes customers loyal?
July 31, 2012
Have you ever felt like an advisor was not really working in your best interest?Funny you should ask that. My wife and I were just talking about an ex-advisor we had... This guy was slick!
July 27, 2012
Schwab Charitable’s Assets, Grants Set Records in FY12Schwab Charitable reported this week that its charitable assets under management rose to a record $3.2 billion in the 2012 fiscal year ended June 30, an increase of 3.6% over the previous year.
July 26, 2012
UBS Offers Big Help for Small BusinessThe program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.
July 26, 2012
Investing and the Aging Brain: ‘What Do I Do When I Get Stupid?’Financial decision-making ability peaks in middle age. Plan accordingly.
July 26, 2012
Sandy Weill Wants Banks Small Again, Chris Dodd Wants Them BigIf politics makes strange bedfellows, it also makes for strange adversaries.
July 24, 2012
How Charities Persuade Donors to Give BigThere are six common motivators that prompt large donations, said the director of Bolder Giving in a webinar sponsored by The Chronicle of Philanthropy.