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.
Charitable Giving Advice Linked to More Assets, Faster Growth: Fidelity
By Michael S. FischerAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
October 11, 2021
New Low-Fee DAF Allows Crypto Donations, InvestmentsDaffy Charitable uses a phone app and charges monthly subscription rates.
October 07, 2021
UBS Launches 3 'Collectives' to Connect Philanthropically Minded ClientsThe initiative aims to combine clients' expertise and mobilize their capital to address major issues.
October 01, 2021
Affluent Americans Gave 48% More on Average Last Year: BofANearly 3 in 4 respondents said their giving wouldn't change even if it wasn't tax deductible.
September 24, 2021
Donors Plan to Give More in 2021: Fidelity CharitableA year and a half into the COVID era, donors continue to boost their generosity, the study found.
September 20, 2021
Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After AllMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 16, 2021
Edward Jones Plans Pay Equity Studies, $150M in DonationsThe firm's initiatives include an anticipated $150 million in philanthropic contributions in the U.S. and Canada in the next five years.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.