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.
Fidelity Charitable: Donor Grants Surged 27% in First Half
By Michael S. FischerThe numbers suggest that donors are prioritizing generosity as part of the "new normal," Fidelity Charitable's chief operating officer says.
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.
May 20, 2021
Rising Health Care Costs Are Top Threat to Estate Planning: TD WealthFamily conflict, the top concern for three years running, was edged out by other worries.