-
Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.
November 19
-
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
November 18
-
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
November 18
-
Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.
November 17
-
Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.
November 17
-
Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
November 14
-
Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
November 14
-
The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.
November 12
-
While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
-
While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
-
The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
-
The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
-
It pays to make tax-related decisions when time is on your side.
November 7
-
Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
-
It pays to make tax-related decisions when time is on your side.
November 7
-
Mixing your clients' charitable impulses with your own can have multiple benefits.
November 7
-
Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
-
With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
-
With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
-
Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
