charitable giving

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  Leaving a phoenix-like legacy

  By Louis S. Shuntich  |  April 24, 2013

  With a life insurance-backed donation, clients can keep giving back, even after they’re gone.

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  Meaningful philanthropy, indeed

  By Brian Anderson  |  January 7, 2013

  Non-famous people can create lasting legacies with the help of life insurance — if they only knew.

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  Charitable giving: Should your high-net-worth clients wait till next year?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 19, 2012

  For the wealthy, tax-deductible charitable donations could be a thing of the past ... or become more valuable than ever.

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  Inspired Philanthropy

  By Paul Gydosh Jr., CFP  |  May 1, 2012

  Five things you can do today to lead your clients’ philanthropy by example.

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  Charitable Giving: 5 Ways to Lead by Example

  By Paul Gydosh Jr., CFP  |  April 19, 2012

  Encouraging clients to use life insurance for philanthropic purposes? Walking the talk yourself could help inspire them.

• Giving back, via life insurance

  By Steven Gates  |  February 4, 2011

  he nonprofit sector was hit hard during the recent recession.

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  Are consumers buying more?

  By Richard Hoe  |  November 10, 2010

  My wife and I went to Sam's Wholesale Club Sunday and bought our weekly allotment of fruit. Sam's has, in our opinion, the best fruit in Tulsa, Okla., and we like fruit for breakfast.

• Charitable estate planning -- Not just for the Buffetts

  By Charles Matt  |  August 3, 2010

  Your clients don't have to be wealthy to donate to their favorite charities after death. Through careful estate planning, middle-income clients can make significant gifts as well as provide for their families.