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.
Donor Advised Funds: Busting the Myths, Experiencing the Reward
By Kate McBrideDon't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.
November 30, 2010
Warren Buffett and Bill Gates Talk Taxes and PhilanthropyWarren Buffett, Bill Gates, Ted Turner and Tom Steyer tell Christiane Amanpour why the prospect of higher taxes aren't so bad.
November 29, 2010
NAILBA 29: Foundation Raises $170,000The National Association of Independent Life Brokerage Agencies Charitable Foundation raised about $170,000 during the group's recent annual meeting.
November 24, 2010
Wright-Violich on Why and How Americans Give: The Holiday InterviewKim Wright-Violich is clearly an advocate for the donor-advised fund that she runs, Schwab Charitable, but in an interview in late October, she also displayed the easy command of both the United States tax code and the psyche of the affluent.
November 23, 2010
10 Great Holiday Gift Ideas to Thank Clients, and Strengthen Your Ties to ThemThis holiday season, provide clients with gifts that are personal and will be appreciated by them, but will also help build your business now and in the future.
November 17, 2010
Stefanos Loisou: Helping his clients SWAN (sleep well at night)We chatted with Stefanos to see why the senior market is important to him, and to find out what he sees as the biggest challenges in the market.
November 16, 2010
Country Financial: Financial Literacy Top Concern for Parents Post RecessionThe deep downturn in the American economy may have an unexpected upside for future generations.
November 15, 2010
Nonprofits Can Be Hurt by ‘Watchdog’ Groups: New StudyAt year-end, most Americans typically decide which nonprofits organizations they will give money to, and many seek help making their choices. However, donors are not...