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.
When Boomers Count On Mom And Dad For Money
By Staff WriterSome baby boomers rely on getting money from one or more parents or in-laws, either for daily living or for inheritance.
February 01, 2006
Start a New Season of GivingIf you have ever spent time participating in a charitable organization or, in my case and that of my wife and children, being involved in...
February 01, 2006
The Silent GenerationsAs a baby boomer, I think of my generation as anything but silent. We're notorious for speaking out loud and clear in all directions. All...
January 23, 2006
More Ameriprise Workers Join Giving CampaignEmployees at a large Midwestern financial services company were more enthusiastic about charity in 2005 than they were in 2004.The company, Ameriprise Financial Inc., Minneapolis, ...
January 09, 2006
Lincoln Charity Announces Fourth-Quarter GrantsThe philanthropic arm of a big East Coast life insurer is making large grants to organizations that help children and support homeowners.The foundation, affiliated with ...
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 01, 2006
Need More Credibility With The Affluent? Borrow It!Want to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...