Date of Delivery Rules for Charitable Gifts Explained Oct 26, 2018 Timing is crucial, so consult this comprehensive breakdown. Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
When Is “Reasonable Cause” the Last Resort? Oct 05, 2018 Cautionary examples why the appraisal requirements should be taken seriously. Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More