Give Strategically: Consider Gifts of Appreciated Assets Now Rather Than at Year End
Submitted by American Endowment Foundation on August 19th, 2019By Sarah Tomeo Hertzog & Martin Hall, Guest Columnists, Ropes & Gray LLP
appreciated assets
When Cash is Bad: Teaching the Value of Appreciated Assets
Submitted by American Endowment Foundation on September 17th, 2018By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.
