Tax-Smart Strategies to Maximize Hurricane Donation Dollars
Clients may be looking for ways to help hurricane victims, and 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.
These ETFs Give Profits to Charity
Their creators say the charitable contributions come from their own revenues, not from investors’ earnings.
GOP Plan to Kill Estate Tax Sets Up Charitable Giving Conflict
One of the victims of a reduction in the incentive to give could be the life insurance industry.
National Philanthropic Trust Offers Donors New Impact Investment Options
Donors can create a "double bottom line by investing their DAF assets to generate a social and financial return," NPT says.
More Americans Increase Retirement Savings: Bankrate
Twenty-seven percent have increased contributions this year, the highest level in six years.
Endowments and Foundations Stick With Alternatives
Investors are much more optimistic about the U.S. economy now than a year ago, NEPC reports.
Why Advisors Should Guide Clients on Philanthropy, Impact Investing
Advising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.