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.
4 Signs Your Client Is Ready for a Roth IRA Conversion
By Roger WohlnerThe tax environment is favorable, but what does your client's financial situation look like? Here's what to consider.
July 26, 2021
Schwab Charitable Grants Rose 13% in Fiscal 2021, Setting RecordSchwab Charitable donors recommended $3.7 billion in grants in the last fiscal year.
July 16, 2021
Invest in Others Foundation Names 12 Award FinalistsThe awards recognize advisors for giving back to nonprofits; designated charities will receive donations of up to $75,000.
July 15, 2021
Fidelity Charitable: Donor Grants Surged 27% in First HalfThe numbers suggest that donors are prioritizing generosity as part of the "new normal," Fidelity Charitable's chief operating officer says.
June 23, 2021
Women's Charitable Giving Reached New Heights in 2020The COVID-19 pandemic boosted many givers' generosity, a study from Fidelity Charitable has found.
June 23, 2021
How to Prepare for a Retroactive Capital Gains Tax HikeCPA Sheryl Rowling, who heads rebalancing solutions for Morningstar, offers some pointers.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 16, 2021
Charitable Giving Set Record in 2020: ReportThe COVID-19 pandemic, economic crisis and racial justice efforts created widespread need, Giving Foundation USA found.