Updated Tuesday, September 2, 2014 as of 12:15 AM ET
Pro Bono Awards 2014: Meet the Winners
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 in Philanthropy
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 »
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 »
Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake. more »
Almost half (46%) of advisors believe their clients donate to charity to reduce their taxes, when in fact only 10% do. more »
The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here