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.
AEF Says Donor Advised Funds Surge as Charitable Contributions Rise
By Bob KeaneFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
May 31, 2010
What are the biggest expenditures you have planned for the summer?Probably, our annual summer vacation to Hawaii.
May 26, 2010
Proposed Rule Changes Will Alter Plan Sponsor-Service Provider DynamicService providers will have to disclose fees and explain conflicts of interest.
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 18, 2010
MetLife Posts Disability PaperA unit of MetLife Inc. has published a report that can help employers understand the importance of protecting employees against the risk of disability.
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 07, 2010
Flood Relief Effort: Nationwide To Donate $100,000The Nationwide Insurance Foundation is giving $100,000 to the American Red Cross Disaster Relief Fund to help victims of the recent flooding in Tennessee.
May 06, 2010
Three tips about free adviceEven if someone says they want your opinion, they may just be looking for validation.