Updated Friday, December 26, 2014 as of 11:29 PM ET
How Giving Back Changed One Advisor's Practice
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 in Philanthropy
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 »
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 »
The December Issue is now online!


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