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.

7 Tips for More Impactful Giving via Donor-Advised Funds

December 03, 2024

7 Tips for More Impactful Giving via Donor-Advised Funds
12 Most Generous U.S. States

December 02, 2024

12 Most Generous U.S. States
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment Users

November 21, 2024

Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment Users
New Tifin Give Tools Let Clients Run Charity Donation Campaigns

November 21, 2024

New Tifin Give Tools Let Clients Run Charity Donation Campaigns
Extending the Estate Tax Exemption: Likely With Trump, But Not a Given

November 08, 2024

Extending the Estate Tax Exemption: Likely With Trump, But Not a Given
Where to Find 4 Types of Wealthy Clients

November 05, 2024

Where to Find 4 Types of Wealthy Clients
10 Most Generous American Billionaires: Forbes, 2024

October 23, 2024

10 Most Generous American Billionaires: Forbes, 2024
Are Boomers Hoarding Wealth From Their Millennial Children?

October 18, 2024

Are Boomers Hoarding Wealth From Their Millennial Children?
Foundation Source Buys Fintech Firm Powering Charityvest

October 18, 2024

Foundation Source Buys Fintech Firm Powering Charityvest
Tax-Smart Portfolio Moves for the End of 2024

October 16, 2024

Tax-Smart Portfolio Moves for the End of 2024