Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this...
by Rhode Warrior Blogger, Mark Noll When someone mentions the brokerage and banking firm, Charles Schwab, it is unlikely that one thinks “philanthropy.” But Charles Schwab, along with Fidelity and Vanguard are now three investment firms whose charitable divisions are...
by Rhode Warrior Blogger, Mark Noll I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding the Net Worth-to-Capacity-to-Ask Amount, the hop, skip and...
by Rhode Warrior Blogger, Mark Noll Before I began my career in Prospect Research / Advancement Services, a field I’ve been in now for over 17 years, I spent many years working in Employment and Training. As I expanded my current professional scope to include the area...
September 2008 will long be remembered as the time when several major financial institutions collapsed. The subsequent economic impact had a domino effect which resulted in a significant disruption in the flow of credit to businesses and consumers. The end result...