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.
Bill Gross Lives ‘Quiet’ Life; Gives ‘Staggering’ Amount Away
By Emily ZulzGross and his wife plan to donate nearly all their wealth. Meanwhile, they keep a low profile and go to bed early, he says.
May 04, 2015
Colleges Face Roadblocks to Socially Responsible InvestingA survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.
April 28, 2015
Prepare now for next year’s non-cash charitable contributionsOne way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
April 28, 2015
Prepare now for next year’s non-cash charitable contributionsOne way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
April 23, 2015
Share your sales processDo your prospects understand your sales process? If not, consider giving them a heads-up early on.
April 21, 2015
Breakaway Broker Blasts Schwab Over Nightmare BreakupRichard Rosso on how he went from being one of Schwabs top financial consultants to losing a kidney from the stress of an arbitration battle.
April 14, 2015
How to Get the Most Out of a Donor-Advised Fund: VanguardA new guide from Vanguard Charitable offers advice for donor-advised fund clients.