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 Commits $500K Match to FFP's COVID-19 Fund: Coronavirus Aid Roundup
By Jeff BermanWells Fargo, HSBC and Cetera 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.
May 06, 2020
Fidelity Charitable Donors Step Up Funding for COVID-19 ReliefEarly last month the DAF challenged donors to double their charitable donations targeting pandemic relief.
May 05, 2020
3 Ways Advisors Can Help Those in Need From COVID-19On Giving Tuesday Now, May 5, and afterwards, those in financial services can make a difference in their local communities.
May 04, 2020
Funds, Charities Call for COVID-19 Aid on 'Giving Tuesday Now'Donor-advised funds are calling for more donations on May 5.
April 30, 2020
COVID-19: A Wake-Up Call for Advisors on Climate-Related InvestingThe pandemic may have been the catalyst sustainable investing needed to go mainstream.
April 27, 2020
Wirehouses, IBDs Share Updates on Comp Policies, Services & Exec HiresWall Street and Main Street broker-dealers are moving in different directions in response to the coronavirus pandemic and their own strategic plans.
April 24, 2020
Raymond James' Tash Elwyn Is Cooking His Way Through Lockdown, for CharityThe executive tells ThinkAdvisor how his family baked 44 pizzas and smoked 99 pounds of pork to benefit a free clinic.