Heather Zack on the Power of Charitable Planning
Wealth Management
DECEMBER 9, 2022
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
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Recurring Problems In Charitable Planning
Wealth Management
SEPTEMBER 17, 2024
Traps to avoid when donors make significant gifts.
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Charitable Planning with Retirement Assets
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
Two Reasons Why It's a Critical Time to Discuss Charitable Planning
Wealth Management
MARCH 13, 2024
And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.
Donor Advised Funds vs. Private Foundations
Wealth Management
SEPTEMBER 15, 2023
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat
Charitable Giving: Enhancing Wealth with Purpose and Impact
Ballast Advisors
SEPTEMBER 5, 2024
Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.
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