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.
Philanthropy bounces back among wealthy Canadians
By Warren S. HerschAlmost three-quarters of Canada's high net worth investors have returned to pre-recession levels of support for charities.
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.
November 10, 2013
At Kickoff of Schwab Impact, Optimism Over the Government. Really.Potomac Research Groups Greg Valliere expects no repeat of the government shutdown fiasco, and lists three reasons why hes optimistic about the government.
November 07, 2013
Donors’ Surprising Thoughts on Hot Topics in PhilanthropyShould foundations get a say in grantees operations? How does a charitys effectiveness affect giving decisions? A Foundation Source survey tackled these questions.
November 04, 2013
How to Channel Bill Gross and Maximize Clients’ CharityAs PIMCO's bond king upstages Gates and Buffett, here's how you can help clients respond to inequality.
November 04, 2013
Bill Gross and His Wife Commit Entire Fortune to CharityBill Gross and Carl Icahn got into a verbal boxing match about philanthropy last week.
October 28, 2013
The Right Mix: SRI Investing, SustainabilityInvestors now have different ways to invest in concert with their values and benefit financially.