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.
5 Steps for Advisors to Get Started With Charitable Planning
By Ken NoparSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 22, 2022
What Drove Americans to Increase Charitable Giving in 2022?Reports from Schwab Charitable and Fidelity Charitable explore why clients are donating, how much and to whom.
July 20, 2022
Cathie Wood's Ark Shutters Transparency ETF in First ClosureThe fund gained only $12 million in assets since inception, a fraction of the $9 billion in Wood's flagship fund.
June 21, 2022
Invest in Others Names 'Charitable Champions' of 2022Collectively, the winners raised nearly $2.1 million and donated 20,750 hours through their community-focused efforts in 2021.
June 17, 2022
Larry Swedroe: The Best Investments for the New Market RealityThe research-driven advisor tells ThinkAdvisor about his ideal portfolio, a favorite fund and how investors get ESG wrong.
June 10, 2022
The IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022In addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.