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.
Foundation for Financial Planning
By Staff WriterIn recognition of her good work, we made a donation to the Foundation for Financial Planning in Judy Seid's name. Jim Peniston, the Foundation's executive...
July 09, 2009
How do you Simplify Family Foundations?Foundation Source is launching a comprehensive advisory service, and has named the firm's Chief Philanthropic Officer, Page Snow, president of the new service, Foundation Source Advisors.
July 08, 2009
How Can Investment Advisors Retain Assets and Do Good Deeds?Now investment advisors can retain control of the asset management function for client's gifts placed in a donor-advised fund (DAF), until the assets are granted out to charities (which can be years).
July 02, 2009
Beware too much touchy, feelyConventional wisdom puts investment performance second to the "therapy" approach to financial planning. It dictates you know as much as you can about client...
July 01, 2009
2009 Senior SurveyAfter months and months of worsening economic news, America's seniors still have a cautious optimism about their financial futures.
June 30, 2009
2009 Senior SurveyAfter months and months of worsening economic news, America's seniors still have a cautious optimism about their financial futures.
June 08, 2009
Lobbyists: Reform Pace SlowsObama administration financial services reform proposals may focus more on banks than on insurers.
June 05, 2009
NYPAN Launches New York PresencePhilanthropists Ann and Andrew Tisch will kick-off first event of philanthropic advisors' network.