Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
Richard Sincere: Fee-Only and Philanthropy Advocate — The IA 25
Richard Sincere believes advisors can make a big difference in clients' lives, far beyond investment performance, and encourages entrepreneurial philanthropy.
DOL’s Best Interest Standard May Be Tougher Than It Looks
There were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on “best interest” and “sole interest” standards.
Market Volatility, Election Dim Charitable Giving Prospects
Atlas of Giving reports no growth in the first quarter and predicts a decline for the year.
Charity Donors Prefer to Give Online
Social media is a big motivator to give, especially for younger donors, a study of NGOs and donors finds.
Top Portfolio Products: Touchstone Launches an International Growth Fund
Two may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
House Votes to Block DOL Fiduciary Rule
House Speaker Paul Ryan applauds resolution's passage, stating that "bureaucrats in Washington, D.C., have no business getting between you and your financial planner."
IRS OKs Program-Related Investments for Foundations
The Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
Few Charity Donors Look Beyond Cash Gifts: Fidelity Charitable
Advisors can add value by educating their clients about tax-advantaged ways to give.
Bipartisan Charity Bill Would Make DAFs Eligible for Rollovers
Bipartisan legislation from Sens. Wyden and Thune has tax-related provisions for donor-advised funds, foundations and nonprofits.