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.
Deepen Relationships With 3 Additional Accounts
By Bryce SandersAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
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.
November 03, 2021
Krull Challenges Advisors to Embrace SRI"Advisors don't have to be experts" in sustainable investing, he tells ThinkAdvisor. "They just have to understand it."