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.
It's better when you give
By Richard BerryOne of my favorite quotes is, "Help people get what they want, and you will get more of what you want." A large percentage of our clients come to us because they were referred by a friend who is also a client. People will be much more
September 08, 2008
Pru Backs Volunteers With GrantsAn affiliate of a financial services company has rewarded company employees who work for nonprofit groups by giving $466,250 in cash to those groups.The Prudential ...
September 04, 2008
A Philanthropic Generation"Not only are young millionaires giving more than older generations, they are giving more than they have in the past," said Marguerite Griffin, national director of Philanthropic Services for Northern Trust, in announcing the results of some new Northern Trust research on charitable giving. In fact, the third annual "Wealth...
September 01, 2008
The Fraud SquadCarrying an unloaded tommy gun, Willie Sutton held up more than a hundred banks in the first half of the 20th century. When someone asked...
September 01, 2008
The Rise of Islamic FinanceIslamic finance is a fast-growing sector that seeks to conduct financial practices in accordance with sharia, or Islamic law. It is a field that has...
August 31, 2008
Three factors that motivateEffective marketing is figuring out what motivates people and getting them to act. Marketers have been doing this since time immemorial. So the big question has always been, What motivates people? Price is obviously a concern, but that's only
August 01, 2008
Minority AffairsLeafing through a typical personal finance magazine, you'll often find tips on getting student loans for a college-bound child, advice on choosing an assisted living...
July 01, 2008
Be PositiveConventional wisdom says that in order to practice socially responsible investing one must be willing to accept subpar investment returns, as if doing the right...