News, Vision & Voice for the Advisory Community

Articles tagged "Benjamin Pierce"

Headline

Publish date

Benjamin Pierce: Jim names a donor-advised fund as charitable beneficiary to his assets because his goal is to keep heirs involved in philanthropy.

Strategic philanthropy: Exactly how to bequeath your values -- not taxes -- to the next generation

A case study illustrates how charitable impact and tax relief for family members are not mutually exclusive -- and may point the way to keep heirs on the true altruistic path

March 5, 2014 at 6:54 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

Articles tagged "Benjamin Pierce"

Headline

Publish date

March 5, 2014 at 6:54 PM

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

Articles tagged "Benjamin Pierce"

Headline

Publish date

March 5, 2014 at 6:54 PM

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory