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.
Nonprofits Ask: What Economic Recovery?
By Michael S. FischerMany charities are facing daunting financial situations and are looking at new ways to secure their future, the Nonprofit Finance Fund says.
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.
March 12, 2014
Crowdfunding Site Guidelines for Charitable FundraisersAt the SXSW Interactive festival in Austin, Texas, two major crowdfunding players proposed best practices for sites raising money for nonprofits.