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 Focus: US Bank and the UHNW, Pt. 1—Wealth's Impact
By Marlene Y. SatterAscent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.
December 06, 2011
Philanthropy Focus: What You and Your Clients Should DoPhilanthropy consultant Calvin Edwards suggests how advisors can best help clients achieve their charitable giving goals.
December 06, 2011
Sustainability Helps Bottom Line: Nature ConservancyMark Tercek, president and CEO of The Nature Conservancy, says corporations can help their bottom lines by incorporating sustainability into their business practices. However, if they restrict themselves to philanthropic support, they won't see the difference their charity can make.
December 05, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 2—Growth and GrantsFidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.
December 02, 2011
Philanthropy Focus: When Giving Really Is ReceivingCharitable annuities are a unique mechanism that can satisfy your clients charitable objectives while providing them with the income they need in retirement.
December 01, 2011
Top 10 Favorite Athlete-PhilanthropistsSome might say sports stars make too much money, but many of them do what they can to help others in need.
December 01, 2011
Fidelity Charitable Announces New Advisor PlatformGivingCentral allows advisors to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online.
December 01, 2011
Philanthropy Focus: A Special Report in the Season of GivingA month-long focus on charitable giving explores how advisors can help focus their clients philanthropy while building their businesses.