Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
December 02, 2024
12 Most Generous U.S. StatesAlthough many Americans are not able to give much money, WalletHub found, they generously donate their time.
November 21, 2024
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment UsersThe investment firm's clients can directly donate apreciated shares to more than 1.5 million U.S. charities.
November 21, 2024
New Tifin Give Tools Let Clients Run Charity Donation CampaignsSupporters can build and share campaigns via social media, emails, texts and QR code.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 18, 2024
Are Boomers Hoarding Wealth From Their Millennial Children?A lack of communication about money between generations carries emotional and financial risks. Advisors can help.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.