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.
Accounts That Keep On Giving
By Robert Scott MartinMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
December 18, 2008
Philanthropy and the Family: Exploring the links between charitable giving and family dynamicsArchive from the web seminar series "Coping With the Wall Street Crisis", 12/18/08.
December 01, 2008
What Is SRI?The socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...
December 01, 2008
Catching Up With KSU's John GrableFor financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...
December 01, 2008
DAF or Foundation?"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
November 30, 2008
Producers excelling despite economic woesAlthough the economy has hit a full-blown recession, according to government reports, independent advisors have been faring very well. A LIMRA survey conducted last month with nearly 700 producers found that advisors are making the best of tough
November 30, 2008
Helping with your own local bailout effortAt the time I'm writing this, Americans are furious about the recent Wall Street bailout. At a time when many are economically pinched, they are outraged that politicians would consider giving the very companies that created the financial mess
November 30, 2008
Taking The Pulse Of Charitable Planning'Tis the season for giving. Among advisors active in the charitable planning arena, the closing weeks of 2008 will likely call to mind the many ...