The Right Time to Rebalance — and Give to Charity
Donating to charity can absorb the tax blow from rebalancing a taxable account, and now is a great time to do it.
GAO: Overhaul Entire US Retirement System
Many Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.
Charitable Giving Bolsters Life Satisfaction, New Report Finds
A new study released by the Women’s Philanthropy Institute finds that people who give to charitable causes are happier than those who do not.
Historic Year for Giving, Says Schwab Charitable’s Kim Laughton
This may be the biggest year in history for American philanthropy, Laughton said.
How 30 Metro Areas Differ in Their Charitable Giving
Fidelity Charitable find that donors' giving priorities vary greatly by where they live.
Fifth of Millennials Call Themselves Activists
A new study finds millennials worried about the country’s direction and examines their efforts to bring change.
Tax-Smart Strategies to Maximize Hurricane Donation Dollars
The IRS has taken action to make it easier for clients to donate without adverse tax consequences.
Vanguard Charitable Adds Tool to Help Donors Research Nonprofits
Vanguard Charitable has rolled out a search function to help donors vet organizations they may be interested in supporting.
Raymond James Nearly Back to ‘Normal’ After Irma
The Florida-based firm, which shifted resources out of the area due to Hurricane Irma, pledges to support associates affected by the storm.
Giving by Chinese and Chinese-Americans Surges
Education is the primary cause supported by donors in the U.S. and China, according to the Global Chinese Philanthropy Initiative.