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.
Investing and spending habits of the affluent
By Tom NawrockiThe number of U.S. households with a net worth of $1 million or more reached 9.63 million in 2013.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 20, 2014
House Committee Votes to Block SIFI DesignationsThe two bills would effectively shutter the FSOC for a year, but analysts give them little chance of becoming law.
June 16, 2014
Vanguard Charitable Reports on 10 Years of Giving Through Donor-Advised FundsQuestions exist about DAFs effectiveness and the charitable intent of donors who use them. Vanguard studied 10 years of account data to find answers.
June 13, 2014
Why Are There So Few Black CEOs in Philanthropy?Most African-Americans working in philanthropy do not believe they have real opportunities for meaningful leadership roles, according to the Association of Black Foundation Executives.
June 06, 2014
Financial literacy is a growth businessAdvisor: Take the time to teach prospective clients the basics of personal finance. It will help to cultivate profitable long-term relationships.
June 06, 2014
Financial literacy is a growth businessAdvisor: Take the time to teach prospective clients the basics of personal finance. It will help to cultivate profitable long-term relationships.
June 05, 2014
Donor-Advised Funds Aid Financial Planning, Teach Children About GivingFamilies with donor-advised fund accounts are using them to prepare the next generation to take up the familys giving legacy, according to Fidelity Charitable.