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.
Make opportunities from objections
By Dan NormanTop Ten Selling The best salespeople know that an objection from a prospective customer is an opportunity. It is a clear sign that the prospect is giving your product or service consideration and may be on the verge of buying. The best salespeople
August 27, 2009
Broker Signs Milwaukee BankBroker-dealer Sorrento Pacific Financial L.L.C. says it will be helping Securant Bank & Trust, Milwaukee, provide financial services to the bank's customers.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 07, 2009
This DAF Has Open ArchitectureSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
August 03, 2009
Editor's Choice for Aug 3No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
August 01, 2009
Ranking of funds and causesThe level of American charitable giving continues to be higher than 2 percent of GDP, which charity groups take as a positive sign, especially during...
July 31, 2009
Editor's Choice for Aug 1No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 28, 2009
The Secret of Giving Well in the Financial CrisisBig foundations may get the media coverage, but individual charitable giving dwarfs institutional giving. The way clients make their gifts could be much more effective. Wealth managers can add tremendous value for their clients who give at high levels.