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.
In Passing: Joseph E. Murray (1919-2012)
By Bill CoffinJoseph E. Murray transformed medical science by pioneering the first organ transplants and saving hundreds and thousands of lives even though he was initially decried as a monster for even thinking of it.
November 16, 2012
CFP Board’s Keller on Goldfarb Case: ‘Let the Process Play Through’At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.
November 16, 2012
Charities Bring in Bucks With Simple Touches, Survey FindsA Nonprofit Research Collaborative study found that simple things, like saying thank you and staying in touch, meant a lot to increasing donations.
November 15, 2012
Schwab Names 3 RIA Firms as Impact Award Winners for 2012Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.
November 15, 2012
BMO report reveals rise in charitable giving among CanadiansThe number of Canadians giving to charitable causes and the amounts they are giving are on the rise, according to new research.
November 14, 2012
Fidelity Charitable Offers 4 Strategies for Giving in Fluid Tax EnvironmentLast week, Fidelity Charitable rolled out an online Giving & Taxes Center to help philanthropists find the best approaches to funding giving plans now and in the future.
November 12, 2012
4 ways to engage your clientsThe client-advisor relationship is a lot like dating.
November 08, 2012
IRS Speeds New Charity Exemptions for Hurricane ReliefThe Treasury Department and the IRS on Wednesday announced an expedited review and approval process for organizations requesting tax-exempt status in order to assist people affected by Hurricane Sandy.