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.
How to Select or Evaluate a Donor-Advised Fund Sponsor Today
By Ken NoparThe number of DAF sponsors has ballooned. To pick one that can withstand challenging times, some extra due diligence is in order.
April 16, 2020
Schwab Signs Data Deals With Envestnet, eMoney, IntuitSchwab becomes the third major U.S. financial firm to sign a data deal with Envestnet | Yodlee in the past eight months.
April 10, 2020
What Can Charities Expect in a Recession?The Fundraising Effectiveness Project looks back, and forward, at giving trends.
April 08, 2020
Fidelity Charitable Challenges Its Donors to Give MoreThe DAF wants donors to double their grants in a month in response to the COVID-19 pandemic.
April 08, 2020
Transamerica Introduces CARES Act Customer Support: Coronavirus Aid RoundupGoldman Sachs, First Command and Salesforce are among other companies offering COVID-19 financial relief.
April 08, 2020
4 Ways the Stimulus Helps Donors and CharitiesA big one: Taxpayers who don't itemize can now take an above-the-line deduction for charitable donations.
April 07, 2020
Tyrone Ross: How Advisors Can Transform From 'Takers' to 'Givers'The advice industry will become the world's "most beloved" if advisors can do that, the popular speaker and ex-Merrill broker tells ThinkAdvisor.
April 02, 2020
Advicent's Financial Planning Client Portal Is Now FreeCEO Angela Pecoraro says the firm wants to help advisors serve clients and manage their businesses during the pandemic.