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.
4 Questions Your Prospects Want You to Ask
By Jim SinaiWant to stand out from the advisor crowd? Ask the questions that matter most.
October 14, 2022
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?A proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 05, 2022
6 Top Tips for Selling Taxable Assets: Christine BenzIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 29, 2022
One Way to Boost Service to UHNW ClientsYounger and newly wealthy clients need help figuring out philanthropy, wealth manager Katherine Fox tells ThinkAdvisor.
September 20, 2022
Donors Plan to Give More Amid Recession Worries: Fidelity CharitableConcern for their communities and nonprofits is driving DAF account holders to consider stepping up donations.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.