Yes, your clients can make online gifts of stock -- mutual fund shares, too!In most instances, we ...
Broaching the Philanthropy BarFinancial advisors can play a pivotal role in helping high-net-worth ...
If you answer yes to any of these questions, your clients will benefit from knowing more ...
Talk to your clients about giving through Rochester Area Community Foundation.It’s a delicate ...
The Advisor Viewpoint: In Today’s Challenging Times
Philanthropic Strategies with Concentrated Portfolios
Women and Philanthropy: Inspiring and Engaging Your Clients in Giving
Balancing Children and Charity in Estate Planning
Giving and Taxes
Survey Reveals A Growing Desire Among the Affluent to Give Back