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.
What HNW Familes Can Do Before Taxes Shoot Up
By Gil WeinreichIf you had any thoughts of selling your stocks between now and 2017, doing so within the next month may be strongly advisable from a tax point of view, says Wilmington Trust.
November 27, 2012
5 Smart Approaches to Charitable Giving This Holiday SeasonWith so much tax and fiscal uncertainty, Schwab Charitables Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.
November 27, 2012
In Passing: Joseph E. Murray (1919-2012)Joseph 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 20, 2012
Transformational Philanthropy: Cam Thornton on Benefits to Clients and AdvisorsAdopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
November 20, 2012
New Index Is the Kinder, Gentler S&P 500Modeled on the S&P 500, the S&I 100 aims to identify high-impact results for donors.
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.