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 Matter of Principle
By Bob KeaneAsk any group of advisors what first attracted them to the profession or where they find the greatest job satisfaction and the most common answer...
November 27, 2007
Help Your Clients By PuttingAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...
November 26, 2007
Bloomberg To Attend GalaThe Insurance Industry Charitable Foundation will be presenting $500,000 in grants Dec. 5 at a dinner in New York.New York Mayor Michael Bloomberg expects to ...
October 30, 2007
Schwab Announces 2007 Impact Award Winners at ConferenceThe winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 01, 2007
Cash Camps for KidsMoney Camps, Inc. (www.moneycamps.com) holds events for people of all ages, especially children. Money Camps for Kids was created to introduce the world of finances...
October 01, 2007
Anatomy of a NicheFinancial advisors are always seeking to connect on a personal level with their clients and to uncover shared interests and beliefs. While this isn't the...
October 01, 2007
T.R. vs. J.P.It would be called the Bankers' Panic, the Roosevelt Panic, or simply the Panic of 1907. A hundred years ago this month was the culmination...