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.
At Kickoff of Schwab Impact, Optimism Over the Government. Really.
By James J. GreenPotomac Research Groups Greg Valliere expects no repeat of the government shutdown fiasco, and lists three reasons why hes optimistic about the government.
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.
October 28, 2013
What if Financial Planning Was More Like Build-A-Bear?For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.
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
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.