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.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 18, 2024
Are Boomers Hoarding Wealth From Their Millennial Children?A lack of communication about money between generations carries emotional and financial risks. Advisors can help.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.
October 15, 2024
20 Richest Women in the U.S.: Forbes, 2024In all, 67 women appear on the latest Forbes 400 list of America's wealthiest people.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.
August 15, 2024
Disability Insurance Can Ensure Business ContinuityWhat if a client with a successful firm suddenly has a stroke? What then?
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.