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.
Donors’ Online Giving Spikes at Year-End and During Disasters
By Michael S. FischerDonors appear to give more online when their experience is intimate and emotionally coherent, according to a study of online giving across charitable Web sites released Dec. 8 by Network for Good and TrueSense Marketing.
December 13, 2010
Powerful presentations turn prospects into clientsDelivering powerful presentations is an essential task for any advisor. This is your chance to show prospects you are an honest, competent financial partner. But it's not always that simple.
December 13, 2010
Women Likelier Than Men to Support Most Types of CharitiesWomen are significantly more likely than men to give to almost every type of charitable cause and are equally likely to support the rest, after controlling for education, income and other factors that influence giving, according to new research.
December 10, 2010
Zuckerberg, 16 Other Billionaires Join Gates, Buffett’s Giving PledgeMark Zuckerberg was back in the philanthropic news, as he and 16 other American billionaires announced they had gotten on board the Giving Pledge platform headed by Bill and Melinda Gates and Warren Buffett.
December 09, 2010
Wealthy Group ‘Alarmed’ by Tax Cut Deal; 17 Billionaires Join Gates, Buffett's PledgeIn the midst of the furor over President Obama’s tax cut deal with the Republicans, a group of wealthy Americans has come out against extending the Bush-era tax cuts for high income individuals, and Warren Buffett and Bill Gates had 17 more billionaires join their pledge to give away their...
December 09, 2010
Top 6 Financial Gifts for a Happy, Prosperous, Holiday SeasonA thoughtfully selected gift that helps ease a loved one’s or a charity’s financial burden can’t go amiss. Here are the top 6 financial feel-good gifts to give this holiday season.
December 08, 2010
Transitions (II): The Pre-Independence Checklist for Wirehouse AdvisorsBefore you jump from the wirehouse ship, take seven steps to help guide your move
December 06, 2010
Facebook fan average ROI: $136.38A study by Syncapse found insight into the financial impact that Facebook fans can have on a business or organization by examining product spending, brand loyalty, propensity to recommend, brand affinity and earned media value.