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.
Advisor tip: Powerful presentations turn prospects into clients
By Amanda McGroryDelivering powerful presentations is an essential task for any advisor.
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."
January 25, 2011
CAFAmerica Fund 'Fast Tracks' Giving to Foreign NonprofitsCharities Aid Foundation America (CAFAmerica) has created a "fast track" fund to assist foreign nonprofit entities, the organization announced Monday.
January 25, 2011
When It Comes to Employee Bonuses, What You Shouldn’t DoWith your employees, sometimes you should take off your planner’s hat
January 25, 2011
Marilyn Capelli Dimitroff: Helping Clients Make Good Choices—Top Women Extended ProfileFor this industry activist and member of the 50 Top Women in Wealth, it started with finance.
January 20, 2011
Impact Investing Gains Foothold in Philanthropy: J.P. Morgan, The Rockefeller FoundationImpact investing, which intends to create positive social or environmental effects beyond financial return, has gained traction in the philanthropic community in recent years.
January 20, 2011
Research Firm Advisor Impact Acquired by Accretive AdvisorJulie Littlechild’s company is now a wholly-owned subsidiary of Canadian firm.
January 19, 2011
DAFs, Private Foundations: Working Separately and TogetherFidelity Charitable Gift Fund and the Association of Small Foundations announced a collaboration designed to educate advisors and donors about DAFs and foundations, two of the most widely used giving vehicles, and how they complement each other.