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.
Small Charities’ Investment Returns Trailed Broader Market in 2013
By Michael S. FischerMany small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
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.
March 04, 2014
5 Commonly Overlooked Tax Planning StrategiesHere are a few tips that will make the road to April 15 less painful and will potentially save your clients money.
February 28, 2014
Getting Clients to Follow Your Advice: The Passive SpouseOlivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.
February 25, 2014
15 Most Generous American Donors in 2013The Chronicle of Philanthropys annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
February 24, 2014
Working With WidowsIt shocked me to learn recently that widows are one of the fastest-growing segments of the U.S. population. The Census Bureau says they numbered almost 12 million in 2011, and their ranks are growing by nearly 1 million every year.
February 20, 2014
Millennials a ‘Lost Generation of Investors’: MFSThese "recession babies" invest more conservatively than even their grandparents, the MFS Investor Sentiment Survey found.