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.
Donor-Advised Funds’ Growth Surges: NPT Report for 2010
By Michael S. FischerAlthough the U.S. economy continued to struggle in 2009, the number of donor-advised funds grew by 3% and total dollar grants from these vehicles to charities…
December 01, 2010
Share the WealthOne of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.
December 01, 2010
What Good Leaders Already KnowAs I've stated in previous columns, advanced planning for affluent families requires a detailed discovery step to even reach the point where discussions about solutions can take place.
December 01, 2010
Fidelity Charitable Gift Fund Adds Alternatives to Advisor ProgramThe Fidelity Charitable Gift Fund has expanded its Charitable Investment Advisor Program to enable financial advisors to invest a portion of the Gift Fund's charitable assets in alternative investments, the charity announced Tuesday.
December 01, 2010
Donor Advised Funds: Busting the Myths, Experiencing the RewardDon't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.
November 30, 2010
RoEoSoPoEoCoT 3 ways advisors can earn itSan Diego-based advisor Bill Smith has written a book I recommend for producers wanting more success and balance in their lives and profession.
November 30, 2010
Holiday Giving Survey: Three Quarters of U.S. Adults Will Make DonationsMore than 174 million adult Americans plan to give money to charity between Thanksgiving and year-end, according to a Convio survey released Tuesday.
November 30, 2010
Warren Buffett and Bill Gates Talk Taxes and PhilanthropyWarren Buffett, Bill Gates, Ted Turner and Tom Steyer tell Christiane Amanpour why the prospect of higher taxes aren't so bad.