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.
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 01, 2006
Need More Credibility With The Affluent? Borrow It!Want to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...
December 14, 2005
Survey Uncovers Layoff Planning WeaknessesMany employers plan to let employees go in 2006, but some appear to be giving little thought to severance pay.[@@]Researchers with WorldatWork, Scottsdale, Ariz., ...
December 04, 2005
Help Your Clients By Putting Planned Giving Into ContextAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate and income tax liabilities. The CRT ...
December 04, 2005
Help Your Clients By Putting Planned Giving Into ContextAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate and income tax liabilities. The CRT ...
December 01, 2005
MetLife To Make Henrikson ChairmanOne of the world's biggest financial services companies is giving a few more details about its upcoming leadership change.[@@]Robert Benmosche, 61, chairman and chief ...
December 01, 2005
THE GLUCK REPORT, Part II: Two Views of the FutureEver hear the one about the gorilla that walked across the basketball court? According to futurist Arnold Brown, psychologists asked a group of people to...
November 17, 2005
Year-end Strategies For Charitable Planning And Seed PlantingPeople often contemplate making charitable contributions at the end of the year. Coupling this with that closing window of time when we still can ...
November 16, 2005
WFPG graphicCharitable Planning Myths Myth #1Family is the first priority - Don't assume anything; make it part of the discussion. Myth #2Philanthropic Planning is ...
November 16, 2005
Year-end Strategies For Charitable Planning And Seed PlantingPeople often contemplate making charitable contributions at the end of the year. Coupling this with that closing window of time when we still can ...