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.
Three steps to impact a prospect
By Chelsey EmmelhainzCommunicating effectively with prospects is often dependent on your ability to make an impact in a short amount of time and space.
December 01, 2009
Get InvolvedAdvisors who give back to their community often find that not thinking about business is the best way to attract it.
December 01, 2009
Putting SRI Into Practice: Jennifer Lazarus"I call myself the financial planner to the socially responsible investor," explains this solo practitioner. After two years with another firm she launched her own...
December 01, 2009
Putting SRI Into Practice: Georgette Frazer"I was in SRI before I even became a financial advisor," says Georgette Frazer. "My bachelor's degree is in ecology and botany and as a...
December 01, 2009
The Back to Basics CycleThere's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...
December 01, 2009
Be a GiverThe great American philosopher Ralph Waldo Emerson crisply observed that "every man is a consumer and ought to be a producer." Looking at the resumes of...
December 01, 2009
Checking It OutWhile charities are required by the Philanthropy Protection Act of 1995 to provide a disclosure prior to accepting a donation, very little in the disclosure...
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...