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.
Giving is better than receiving
By Adrian MillerAdrian Miller Sales Training Who wasn't told as a child that it's better to give than to receive? At the time, we might have thought that this only referred to birthday and holiday gifts, but this old adage is just as applicable now
September 01, 2009
Make opportunities from objectionsTop Ten Selling The best salespeople know that an objection from a prospective customer is an opportunity. It is a clear sign that the prospect is giving your product or service consideration and may be on the verge of buying. The best salespeople
September 01, 2009
Catching Up With: Kim Wright-ViolichSchwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
August 28, 2009
AAA To Fill SlotThe American Academy of Actuaries says Bruce Schobel is no longer its president-elect.
August 27, 2009
Broker Signs Milwaukee BankBroker-dealer Sorrento Pacific Financial L.L.C. says it will be helping Securant Bank & Trust, Milwaukee, provide financial services to the bank's customers.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 07, 2009
This DAF Has Open ArchitectureSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
August 03, 2009
Editor's Choice for Aug 3No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.