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.
DAF or Foundation?
By Olivia Mellan"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
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 ...
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 ...
November 10, 2008
Survey: Boomers With Advisors Feel BetterAccess to professional help may increase the odds that Americans ages 45 to 64 will be optimistic about their long-term financial health.Researchers at Thrivent Financial ...
November 04, 2008
Genworth, StanCorp Announce DividendsTwo large financial services companies today said they will maintain or increase dividend payments.Genworth Financial Inc., Richmond, Va., says it will pay a quarterly dividend ...
October 01, 2008
Listing of Pooled Income Fund SponsorsLife Income Funds of America www.lifeincomefund.org Fidelity Charitable Gift Fund www.charitablegift.org Raymond James Charitable Endowment Fund www.myfamilyfoundation.org American Red Cross www.redcross.org/donate/plngiv/pooled.html Harvard University Planned...
October 01, 2008
The Dawning of an IndustryWith gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...
September 30, 2008
MassMutual/Financial Professionals Donate More Than $500,000 to Non-Profit Organizations Across the CountryMassachusetts Mutual Life Insurance Company (MassMutual), Springfield, Mass., has announced it has donated more than $500,000 through the company's matching gift program for its network of financial professionals, and also awarded eight $10,000