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.
New World Giving Index Ranks U.S. Fifth Most Charitable
By Michael S. FischerSurvey assesses personal giving, volunteering time and helping strangers in need.
September 03, 2010
Ladenburg Thalmann Acquires Wealth Manager Premier TrustLadenburg Thalmann Financial Services Inc. has completed its acquisition of Premier Trust Inc., the Ladenburg Thalmann said in a statement on Thursday, September 2.
August 27, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 26, 2010
Harris Rolls Out a Donor-Advised Fund With National Philanthropic TrustHarris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.
August 24, 2010
Northwestern Mutual Locates Our Inner Jim CramersAbout 75% of Americans feel as if they ought to give financial advice to others.
August 23, 2010
Bond fund inflows approach record winning streakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
Northwestern Mutual Locates Our Inner Jim CramersAbout 75% of Americans feel as if they ought to give financial advice to others.
August 13, 2010
Fidelity Gift Fund Reports Surge in Grant ContributionsFidelity Charitable Gift Fund's (Gift Fund) donors made more than 152,000 grants totaling $531 million to nonprofits nationwide during the first half of 2010.