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.
A practice niche with untapped potential
By Warren S. HerschA planned gift funded with life insurance is a donation that can have a really positive impact.
December 08, 2014
Tony Robbins Slams Critics, Says He’s Not a Financial AdvisorSupercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking pot shots at him.
December 03, 2014
5 Ways to Give Back Beyond Giving TuesdayThe Financial Womens Association released a list of ways consumers and leaders in the financial industry can give back now and throughout the year.
November 26, 2014
What Makes Social Media Users Donate to Charity?"Trust the messenger, not the medium" appears to be the motto of charitably inclined social media users, according to the American Red Cross.
November 24, 2014
Where World’s Million-Dollar Donors Put Their MoneyEvery region's culture of charity is a little different. Here's how their biggest donors compare.
November 24, 2014
The Day After Veterans DayIll admit it: I didn't know what to write about this month in this magazine where Ive written editor's notes for about 13 years.
November 18, 2014
Donor-Advised Fund Assets Grew to Record $54B in 2013Contributions to DAFs totaled $17 billion in 2013, a 23.5% increase over the previous year.
November 18, 2014
3 Critical Reasons Your HNW Clients Need a P&C Insurance ReviewEstate planning to preserve wealth is getting more complex, and if a clients property and casualty insurance doesnt keep up, youre asking for trouble.