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.
American Volunteerism Hit Bottom in 2013
By Michael S. FischerThe number of Americans volunteering for nonprofits hit a new low in 2013, according to an analysis of federal statistics by The Chronicle of Philanthropy.
April 07, 2014
Key challenge for boomers: supporting aging parents, kidsMany boomers find themselves in the unfamiliar role of providing support for both aging parents and children.
April 04, 2014
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax BillsEstate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
April 01, 2014
GOP Tax Reform’s Effect on Charitable GivingThe comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
March 31, 2014
Small Charities’ Investment Returns Trailed Broader Market in 2013Many small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
March 25, 2014
Big Foundations Replenish Coffers Gutted by RecessionNew pet causes include telemedicine and fracking yes, fracking.
March 13, 2014
Getting Clients to Follow Your Advice: The Power StruggleAs Kol Birke reminds us, people change their minds not when youre talking, but when theyre talking.
March 13, 2014
Cheerfully Charitable at SchwabSchwab Charitable's Kim Laughton gets to the nub of why advisors should make charitable planning and community activity a focus of their practices.