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.
Vanguard Charitable Launches Tool to Help Donors Address Hunger, Homelessness
By Michael S. FischerThe tool is a direct result of donors telling Vanguard Charitable they're focused on these issues.
November 30, 2021
Most Americans Would Prefer Charity Donation Over Holiday Gift: SurveyA Fidelity Charitable survey finds widespread ignorance of tax-smart giving strategies among donors.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 12, 2021
14 Best Charities for the Most Popular CausesWalletHub evaluated more than 200 of the highest-ranked U.S.-based charities based on financial performance, transparency and popularity.
November 11, 2021
Donor-Advised Fund Grants Surpassed $30B for First Time in 2020For the 11th consecutive year, the National Philanthropic Trust identified growth in all key metrics.
November 08, 2021
3 Steps Advisors Must Take to Capture ESG OpportunityBy 2025, values-based investing will account for one-third of global AUM. Both clients and advisors can benefit.
November 08, 2021
Americans Who Budget Their Giving Donate More: Vanguard CharitableOnly 44% of Americans who gave to charity over the past year include donations in their annual budget, the survey found.