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.
Many Americans Could Give Less to Charity Next Year: Survey
By Michael S. FischerThe findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.
November 24, 2020
Quiz: What Do You Know About Charitable Giving and Taxes?To help clients in their end-of-year planning, advisors need to know how to leverage giving in 2020.
November 19, 2020
4 Strategies for Effective End-of-Year PhilanthropyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.
November 18, 2020
6 Financial Planning Tips to Close Out the Year of COVIDSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.
November 04, 2020
Top 3 Trends in Charitable Giving and Why They MatterThe effects of COVID-19 and racial and social inequity have led to heightened awareness, as clients look to make a lasting impact.
October 26, 2020
10 Universities With the Largest Endowments: 2020College endowments can be used to benefit students, but they can also raise the hackles of cost-conscious parents and politicians.
October 16, 2020
Buffett Inches Toward Wells Fargo Exit as Scharf Sets CourseWarren Buffett urged Wells Fargo's board not to hire a leader from Wall Street. But it did.