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.
Sustainability Formula for Nonprofits Takes Guesswork Out of Equation
By Staff WriterHighly sustainable organizations have effective leaders at all levels who hold themselves and everybody in the organization accountable.
February 01, 2011
Advisor tip: Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor.
February 01, 2011
Give It Away TodayAdvisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.
January 31, 2011
Oud?a: Systemic Risk Measures May Cause Systemic RiskA leader at an international financial institutions group says poorly designed efforts to reduce systemic risk could backfire.
January 31, 2011
Advisor tip: Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor.
January 28, 2011
IRA Rollover Gift Provision Expires MondayTaxpayers who act quickly may still be able to attribute an individual retirement account rollover charitable gift of up to $100,000 to 2010.
January 28, 2011
IRA Rollover Gift Provision Expires MondayTaxpayers who act quickly may still be able to attribute an individual retirement account rollover charitable gift of up to $100,000 to 2010.
January 26, 2011
Ten Tips to a Better Speaking Experience"Like, it was totally, like, awesome." The old Saturday Night Live skits making fun of Valley Girls poked at the exaggerated use of filler words like "like" and "totally."