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.
Driver in Paul Walker Crash: Friend, Racing Fan—and Merrill Advisor
By Gil WeinreichWhile Roger Rodas wasnt famous in the way that Paul Walker was, he evidently had a wide impact as a Merrill Lynch financial advisor.
November 25, 2013
Plan to Limit Charitable Tax Deduction Would Cut Gifts by $9.4B: AEIAmerican Enterprise Institute study warns top 1% would lose incentive to give.
November 15, 2013
Philanthropy bounces back among wealthy CanadiansAlmost three-quarters of Canada's high net worth investors have returned to pre-recession levels of support for charities.
November 15, 2013
Philanthropy bounces back among wealthy CanadiansAlmost three-quarters of Canada's high net worth investors have returned to pre-recession levels of support for charities.
November 14, 2013
The chilly seasonIt's time to rake up the leaves and take another look at clients' plans.
November 14, 2013
Donor-Advised Fund Accounts Gained $13.7 Billion in 2012Donor-advised funds experienced double-digit growth in assets and contributions in 2012, according to National Philanthropic Trusts annual report.
November 12, 2013
Evensky & Katz Win Award at Schwab ImpactEvensky & Katz Wealth Management has won an award yet again as Schwab hands out IMPACT awards.
November 12, 2013
New Technologies Can Facilitate Foundation CollaborationThe Monitor Institute and the Foundation Center released a report on their research into how new technologies can facilitate collaborations and reduce inefficiencies.