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.
NAILBA 29: Foundation Raises $170,000
By staff WriterThe National Association of Independent Life Brokerage Agencies Charitable Foundation raised about $170,000 during the group's recent annual meeting.
November 17, 2010
Stefanos Loisou: Helping his clients SWAN (sleep well at night)We chatted with Stefanos to see why the senior market is important to him, and to find out what he sees as the biggest challenges in the market.
November 16, 2010
Country Financial: Financial Literacy Top Concern for Parents Post RecessionThe deep downturn in the American economy may have an unexpected upside for future generations.
November 15, 2010
Nonprofits Can Be Hurt by ‘Watchdog’ Groups: New StudyAt year-end, most Americans typically decide which nonprofits organizations they will give money to, and many seek help making their choices. However, donors are not...
November 11, 2010
Family Foundations Consider Issue of Perpetuity vs Limited LifeMost family foundations in the U.S. are set up to exist in perpetuity, but the number of limited-life foundations is increasing.
November 10, 2010
Socially Responsible Investing Rose During DownturnSRI assets grew during the economic downturn by a rate of 13%, from $2.71 trillion to $3.07 trillion, while overall assets just increased by 1%, according to a new report from the Social Investment Forum.
November 09, 2010
BofA Merrill Lynch Issues High-Net-Worth Philanthropy StudyWealthy households continued to support charitable organizations at levels consistent with those seen in 2005 and 2007, according to the 2010 Bank of America Merrill Lynch Study of High Net Worth Philanthropy released Tuesday.
November 09, 2010
The IRS and Foundations' MissionsMission, not the IRS, should determine a foundation's spending and investment policies.