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.
Citigroup Forms International Donor-Advised Fund
By Staff WriterNU Online News Service, Dec. 5, 2003, 1:11 p.m. EST -- The private banking unit at Citigroup Inc., New York, has set up Meaningful ...
November 25, 2003
Help Your Clients Make The Most Of Their Charitable GiftsEach year, Americans give billions of dollars to support their favorite charities. Total charitable giving reached $240.92 billion in 2002, with 76.3% of that figure ...
November 25, 2003
Talking To Clients About CharitiesByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 20, 2003
What Financial Planners Clients LoveByPhiladelphia When a presentation is entitled ": The Four Keys To Growing Your Business," a financial professional would have to be pretty incurious not ...
November 06, 2003
How Planners See The Future Of The ProfessionHow Planners See The Future Of The Profession ByPhiladelphia Hundreds of financial planners jammed a 7 a.m. session here to hear what four prominent planners ...
November 06, 2003
Prospecting Ideas For AdvisorsBy"Thars gold in them thar hills!" You still can almost hear the echo of those words shouted over 100 years ago as miners young ...
November 01, 2003
Artful PlacementMany planners will tell you that advertising is for the birds, but Cynthia conger's firm takes advertising seriously. "My advice about advertising is, identify the...
November 01, 2003
PathfinderMillard Fuller thought he'd given his young wife Linda everything she could possibly want. With a posh home in a tony neighborhood (and a maid...