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.
Invest in Others Foundation Names 12 Award Finalists
By Michael S. FischerThe awards recognize advisors for giving back to nonprofits; designated charities will receive donations of up to $75,000.
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.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 02, 2021
Wealthy Investors Seek Purpose-Driven Investments After PandemicA new survey by UBS finds 9 in 10 investors want to align their investments with their values.
June 02, 2021
Donor-Advised Funds' Surge May Have Cost Charities $300B Over 5 Years: StudyIndividual giving has shifted substantially toward donations to DAFs and private foundations.
May 27, 2021
How to Help Clients Avoid Capital Gains TaxesBiden has proposed higher capital gains tax rates. Advisors can help their clients reduce or avoid such taxes.