AIPTweets retweeted
CAF America President & CEO, @tedhart, holds the @AIPTweets Responsive Philanthropy Conference keynote session on "The Regulatory Compliance Challenge of #CrossBorderGiving", one of the most important challenges facing #grantmakers today! – at Washington, DC
AIPTweets retweeted
Navigating Family Philanthropy Trends and Transitions with @tonymacklin1 @christyeckoff @AIPTweets #CoPh18 #aip2018
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So honored to speak at the Advisors in Philanthropy annual conference today! #nashville
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Philanthropy convo and EOL convo fuel each other in exploring values; one can provide opening to other! @AIPTweets
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Replying to @AIPTweets
@AIPTweets @SterlingFndMgt We look forward to discussing all things private foundations and CRTs! #CoPh16 #SterlingFndMgt
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Fees vs. commissions: Which compensation model is the most tax-friendly for advisers and clients? bit.ly/1NShacy
AIPTweets retweeted
For one advisory firm, moving to the suburbs to get closer to clients has paid off bit.ly/1MXXMKm
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At your #foundation, who will assume responsibility in the absence of those responsible? wp.me/p2bgi2-1yA
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Companies that are doing well by doing good for.tn/1Jwqwup #ChangeTheWorld
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Joint alert from @SEC_News & @FINRA_News one of first to recognize category of automated investing: bit.ly/1BMKLkh @Betterment
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Download our free report to learn about the recent changes in the income #tax laws relating to estate planning bna.com/year-review-estate-m…
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Reaching the Next Generation of Investors panel starting at #MICUS with @FinTechie @blano @MstarKSriniva
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Is your firm ready for a regulatory audit? bit.ly/1JiSvNp | by @MaddyKPerkins
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3 questions that will determine if you're taking on too much risk money.us/1QPPfNu
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Tip for advisors choosing a B-D: Consider whether it's truly independent & whether its ownership is stable. . bit.ly/1IkB2OP
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The Fed says it's on course to raise rates twice this year: on.mktw.net/1HUT3Yh
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Where some see flaws, others see perfection. #Giving means #acceptance.
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The number of people worth $1 million or more rose by 920,000 last year, hitting a record 14.6 million, survey finds: apne.ws/1GeDvZN




























