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.
Scams still target seniors
By staff WriterThe individuals who run scams on the general public, and seniors specifically, look to prey on people's generosity toward less-fortunate groups, police and firefighters, and those hit by disaster. They sound official when they call, accept donations
December 01, 2007
A Matter of PrincipleAsk any group of advisors what first attracted them to the profession or where they find the greatest job satisfaction and the most common answer...
November 30, 2007
Ask and ye shall receiveWho? What? When? Where? Why? How? Those six questions are the keys to getting to the bottom of any story. Journalists live by them and make entire careers out of them. Six simple words with question marks after them. Children, much to the
November 27, 2007
Help Your Clients By PuttingAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...
November 27, 2007
Help Your Clients By PuttingAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...
November 26, 2007
Bloomberg To Attend GalaThe Insurance Industry Charitable Foundation will be presenting $500,000 in grants Dec. 5 at a dinner in New York.New York Mayor Michael Bloomberg expects to ...
October 30, 2007
Schwab Announces 2007 Impact Award Winners at ConferenceThe winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.