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.
9 Facets of Limited-Life Foundations’ Plan to Spend Down
By Michael S. FischerSome foundations set an end date on their largesse in order to have a greater impact.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.
March 16, 2017
More Merrill Departures: Recruiting RoundupRaymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
March 14, 2017
15 Most Overlooked Tax Deductions: 2017Cut your tax bill to the bone by claiming all the tax write-offs you deserve, Kiplinger says.
March 02, 2017
Securities America to Pay $1M Over Sales of MedCap NotesEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
February 23, 2017
Health Care Is Impact Investors' Top Cause: SurveyAn American Century Investments survey examines millennials opinions on impact investing.
February 21, 2017
Risi Elected to Vanguard Charitable BoardThe national donor-advised fund, with nearly $6.5 billion in grants to charities, is celebrating its 20th anniversary.
February 21, 2017
10 Tips for Preparing Your Firm During a CRM TransitionSo how best to prepare for a CRM move? Discover a few expert tips to help you overcome your data jitters.