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 Launches Free Financial Planning Tool
By Janet Levaux"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
July 27, 2020
NBA Star Kyrie Irving to Give Cash to WNBA Players Sitting Out Due to PandemicCollaborating with UBS, the NBA star's plan is to offer monetary assistance and financial literacy to WNBA players.
July 24, 2020
Should Clients Donate Now or Later?There are several valid reasons for either choice, and for many clients, the answer is both.
July 21, 2020
Schwab Charitable Donors Granted 33% More Money This YearFrom January through June, grants rose 46% from a year earlier.
July 20, 2020
Invest in Others Awards Finalists AnnouncedAwards will be presented digitally, one a day, from Sept. 21 to 25.
July 15, 2020
5 Ways Advisors Can Be More Persuasive"Godfather of Influence" Robert Cialdini tells ThinkAdvisor how to make clients and prospects more receptive, even over Zoom.
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.