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.
Carson Group to Give $500K for Next-Gen Black CFPs
By Jeff BermanThe RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.
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.
June 18, 2020
Talking to Clients About Impact Investing Doesn't Have to Be AwkwardHere are some easy ways to get the conversation started.