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.
Close The Case With Cash Flow Analysis
By Rob StudinGiven today's economic climate, clients are more careful than ever about planning for the future.
October 01, 2009
Community Awards Raise Money, Highlight Advisor VolunteersThird annual leadership awards soldier on through difficult times
October 01, 2009
Who's Giving, and How, and Why?If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...
October 01, 2009
Forget Chicken LittleWhat's the current state of philanthropy? Eileen Heisman, CEO of National Philanthropic Trust, notes that "when the market was high and we didn't know...
September 23, 2009
Frank: Kill Ailing GiantsHouse Financial Services Committee Chairman Barney Frank, D-Mass., today committed his panel to passing a bill that would give federal regulators the authority to liquidate troubled non-bank financial institutions.
September 23, 2009
Frank: Kill Ailing GiantsHouse Financial Services Committee Chairman Barney Frank, D-Mass., today committed his panel to passing a bill that would give federal regulators the authority to liquidate troubled non-bank financial institutions.
September 21, 2009
Are There Still Wealth Transfer Opportunities for Clients?The "perfect storm" resulting from reduced asset values and historically low interest rates can become very effective wealth transfer strategies.
September 21, 2009
Philanthropy: Tax Planning and BeyondInstead of seeing charitable giving as a way to discharge a moral responsibility, donors are viewing philanthropy as a proactive part of the high-net-worth lifestyle.