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.
Talking to Clients About Impact Investing Doesn't Have to Be Awkward
By Kiley MillerHere are some easy ways to get the conversation started.
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.
June 01, 2020
Morgan Stanley to Invest $10M in NY Loan Fund: Coronavirus Aid RoundupSchwab, Jefferies and Citi are among other companies offering COVID-19 relief.
May 19, 2020
Schwab Commits $500K Match to FFP's COVID-19 Fund: Coronavirus Aid RoundupWells Fargo, HSBC and Cetera are among other companies offering COVID-19 relief.
May 11, 2020
Half of Donors Say They'll Give More Carefully This Year: PollA poll examines how donors plan to adjust their charitable giving amid the pandemic.
May 08, 2020
LPL Provides $1M in Financial Support: Coronavirus Aid RoundupCaptrust, Comerica, U.S. Bancorp and Bank of America are among other companies offering COVID-19 relief.
May 06, 2020
The 3 Types of Investors, and How Advisors Can Better Serve ThemHere's how to give clients as much, or as little, engagement in the investing and planning process as they would prefer.