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.
The Right Mix: SRI Investing, Sustainability
By Ed McCarthy, CFP, RICPInvestors now have different ways to invest in concert with their values and benefit financially.
October 28, 2013
What Justin Bieber can teach you about your practiceAll of Bieber's fame, fortune and power started from a homemade video on YouTube.
October 28, 2013
Tax Uncertainty Drives Record DAF Grants: Fidelity CharitableDonor-advised fund contributions rose 5% from the period last year, Fidelity says.
October 21, 2013
Parents Powerfully Influence Their Children’s Charity: Indiana ResearchResearch from the Indiana University's Philanthropy Institute finds thats if parents talk to their children about giving, they're more likely to do so.
October 17, 2013
10 Best Practices for Disaster Relief GivingIn the confusion and uncertainty following a disaster, the haste to do something can end up creating more harm than good, Rockefeller Philanthropy Advisors writes.
October 14, 2013
Advisors, HNWs Don't See Eye to Eye on Philanthropy: SurveyMany advisors misunderstand clients' motivations for giving, a survey of both groups by U.S. Trust and The Philanthropic Initiative found.
October 11, 2013
Shutdown Plays Havoc With Federally Funded NonprofitsFor example, the federal Women, Infants and Children food program is set to start cutting off food to low-income mothers and children.
October 06, 2013
Sweat the Debt, Not the ShutdownStock markets are shrugging off the political mess, but will the bond markets be so kind later this month?