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.
Donor-Advised Fund Grants Surging Amid Pandemic
By Michael S. FischerThe multi-year growth tear of DAFs continued as donors increased giving, National Philanthropic Trust reported.
December 22, 2020
Donors Rise to COVID-19 ChallengeSome stakeholders are demanding more from foundations and DAFs.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.
December 17, 2020
How Did You Give Back This Year? — Advisors' AdviceWe asked advisors to highlight their charitable donations, volunteering and other good works.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 08, 2020
To Boost Pro Bono Service, Advice Industry Must Set the Tone at the TopThe CFP Board should recommend planners do pro bono service every year.
December 07, 2020
How to Ditch 'Trash' Thinking, Build Mental Toughness and Boost ProductivityJason Selk, who trained the St. Louis Cardinals in mental toughness, tells ThinkAdvisor his strategy can boost productivity by 30%.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.