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.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
By Ric LagerAdvisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
March 02, 2015
Wealth, Poverty and Keeping PerspectiveFor most of us in finance, life is good. But let's resolve to pay more attention to those who could use a little help.
February 20, 2015
Top 10 Most Generous U.S. Donors: 2015Tech world philanthropists star on The Chronicle of Philanthropys yearly list, representing nearly half the total amount donated.
February 12, 2015
How to Get Men to Give to the PoorMen showed less empathy and generosity than women in a Stanford study about giving to the poor, but one type of appeal closed the gap.
February 09, 2015
‘Let me pitch you’Afraid your pitch makes you sound sales-y? If youre going to help prospects, you need to stop worrying.
February 05, 2015
Swiss Franc Cap Lift Sends Currencies TumblingSwitzerland threw the financial world into chaos when, on Jan. 15, its central bank lifted the cap on its currency.
February 05, 2015
Obama, House Republicans Jockey on Charity Tax BreaksThe GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
February 04, 2015
A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised FundYour clients dont need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.