Charitable Gift Fund

Accounts That Keep On Giving

By Robert Scott Martin | January 1, 2009

More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
Give, Wisely

By Kathleen McBride, AdvisorOne | December 1, 2007

No one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
Strategies for Giving

By Staff Writer | April 2, 2002

Should you recommend a donor-advised fund or a pri
Gift Giving

By Melanie Waddell, AdvisorOne | January 1, 2001

Clients with appreciated securities and a philanth

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.