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.
Schwab Charitable Donors Granted 33% More Money This Year
By Michael S. FischerFrom January through June, grants rose 46% from a year earlier.
June 26, 2020
Donations Surged in First 4 Months of 2020: Fidelity CharitableIn particular, grants to free food programs rose more than sixfold, the donor-advised fund sponsor says.
June 22, 2020
Donor-Advised Funds: The Best Way to Give BackDAFs offer unparalleled tax breaks and an opportunity to involve the entire family in charitable giving.
June 18, 2020
Talking to Clients About Impact Investing Doesn't Have to Be AwkwardHere are some easy ways to get the conversation started.
June 18, 2020
Impact Investing: What Every Advisor Needs to Know in the COVID-19 EraFor financial advisors, impact investing is no longer just "nice to have."
June 12, 2020
Impact Investors Optimistic Amid Pandemic: SurveyNearly 90% of investors said their investments had met financial and impact expectations, GIIN reports.
June 09, 2020
Ameriprise Donates Additional $300K: Coronavirus Aid RoundupBank of America, Capital Bank and Pacific Valley Bank are among other companies offering COVID-19 relief.
June 04, 2020
Help Your Clients Boost Charitable Giving With Complex AssetsDonating assets like LLC interests or even artwork through a donor-advised fund can help maximize clients' giving strategies in a tax-efficient manner.