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.
Why a Client’s Job and Location Are Critical to Portfolio Building
By Michael S. FischerFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
April 15, 2014
10 Richest Foundations Are Still Recovering From RecessionThe 10 wealthiest U.S. foundations are now worth $110 billion, but are still $20 billion below their value in 2007. Only one increased its giving.
April 15, 2014
American Volunteerism Hit Bottom in 2013The 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
Nonprofits Ask: What Economic Recovery?Many charities are facing daunting financial situations and are looking at new ways to secure their future, the Nonprofit Finance Fund says.
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 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.