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philanthropic planning

How A Simple Worksheet Has Grown the AUM of Top Advisors

Submitted by American Endowment Foundation on August 26th, 2019

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

Tags:
  • philanthropic planning
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How Supporting Charitable Causes Can Help Build AUM

Submitted by American Endowment Foundation on December 3rd, 2018

By 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 how these successful advisors have used the power of charity to grow their business.

Tags:
  • philanthropic planning
  • Read more

When Cash is Bad: Teaching the Value of Appreciated Assets

Submitted by American Endowment Foundation on September 17th, 2018

By 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.

Tags:
  • appreciated assets
  • philanthropic planning
  • Read more

11 Best Practices for Setting Up Family Philanthropy

Submitted by American Endowment Foundation on September 3rd, 2018

By Sharna Goldseker, Executive Director, 21/64, Guest Columnist

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  • philanthropic planning
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Help Your Client Grow Their Good Cause

Submitted by American Endowment Foundation on August 13th, 2018

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.

Tags:
  • philanthropic planning
  • Read more

Asset Aquisition Ideas from the Top Advisors in the Country - Part 5

Submitted by American Endowment Foundation on September 4th, 2017

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

I have been inspired by learning from some of the top advisors in the country, particularly how they have used charitable planning to build their AUM. Here are some additional ideas.

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  • philanthropic planning
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Asset Aquisition Ideas from the Top Advisors in the Country - Part 4

Submitted by American Endowment Foundation on August 28th, 2017

By 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 how these successful advisors have used the power of charity to grow their business.

Tags:
  • philanthropic planning
  • Read more

Asset Aquisition Ideas from the Top Advisors in the Country - Part 3

Submitted by American Endowment Foundation on August 14th, 2017

By 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.

Tags:
  • philanthropic planning
  • Read more

Asset Aquisition Ideas from the Top Advisors in the Country - Part 2

Submitted by American Endowment Foundation on August 7th, 2017

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.

Tags:
  • philanthropic planning
  • Read more

Asset Aquisition Ideas from the Top Advisors in the Country - Part 1

Submitted by American Endowment Foundation on July 31st, 2017

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

Tags:
  • philanthropic planning
  • Read more

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