Noncash Donations? How to Help Clients
Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets.
More in Philanthropy
People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference. more »
Clients want to give back, and not just for the tax breaks. more »
Helping clients develop a game plan offers several advantages, says Raymond James' Paula Feinberg at Women Advisors Forum in Dallas. more »
Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning. more »
James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died. more »
Schwab reported $742 million in donations to charities for 2013, a 36% increase compared to 2012 and its largest percentage jump in more than five years. more »
The Foundation for Financial Planning has named four new members to its board of trustees. more »
Almost half (46%) of advisors believe their clients donate to charity to reduce their taxes, when in fact only 10% do. more »
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