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.
Stock Rebound Helps Schwab Fund Contributions
By Staff WriterNU Online News Service, Dec. 18, 2003, 9:45 a.m. EST -- The Schwab Fund for Charitable Giving, San Francisco, a donor-advised charitable fund, says ...
November 25, 2003
Working With Other Advisors During The Charitable Giving ProcessWorking With Other Advisors During The Charitable Giving ProcessThere are a lot of legal documents that are needed when developing a charitable giving plan for ...
November 25, 2003
Helping Clients Leave Positive 'Tracks'Helping Clients Leave Positive TracksThere is an old Native American proverb that states, "We will be known forever by the tracks we leave." You may ...
November 25, 2003
Help Your Clients Make The Most Of Their Charitable GiftsEach year, Americans give billions of dollars to support their favorite charities. Total charitable giving reached $240.92 billion in 2002, with 76.3% of that figure ...
November 25, 2003
Talking To Clients About CharitiesByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 20, 2003
What Financial Planners Clients LoveByPhiladelphia When a presentation is entitled ": The Four Keys To Growing Your Business," a financial professional would have to be pretty incurious not ...
November 06, 2003
How Planners See The Future Of The ProfessionHow Planners See The Future Of The Profession ByPhiladelphia Hundreds of financial planners jammed a 7 a.m. session here to hear what four prominent planners ...
November 06, 2003
Prospecting Ideas For AdvisorsBy"Thars gold in them thar hills!" You still can almost hear the echo of those words shouted over 100 years ago as miners young ...