Updated Tuesday, March 3, 2015 as of 11:25 PM ET
Charitable Planning Tip: Client Giving Starts With You
Advisors are "not going to be effective with clients if you aren't giving your own time, energy and money to some philanthropic endeavor," says Dodee Crockett.
More in Philanthropy
"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein. more »
The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up. more »
Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money." more »
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients. more »
A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now. more »
On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving. more »
Planners offer their guidelines for helping wealthy clients accomplish more good with their money. more »
Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain. more »
Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies. more »
The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans. more »
Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets. more »
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 »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow. more »
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