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.
Deadline Extended for Invest in Others Award Nominations
By Janet LevauxInvest in Others, a charitable organization, will give awards of $10,000 to $50,000 to community-focused advisors.
February 28, 2020
Longtime TV Host Consuelo Mack Imparts Some Advice for AdvisorsThe "WealthTrack" host, who has been interviewing financial pros since 2005, tells ThinkAdvisor what advisors should focus on.
February 26, 2020
4 Fears That Keep Your Clients From Being CharitableGiving wealth away can open a donor to questions and even criticism. But advisors can help.
February 24, 2020
Five Trends Reshaping the Advice BusinessTo protect your practice, it's worth taking a serious look at the impact of millennial investors and other marketplace shifts.
February 14, 2020
The Perils of Not Discussing Charitable Planning With ClientsWhat could go wrong if you fail to have this important conversation? Quite a bit.
February 14, 2020
National Philanthropic Trust Grants Surged by 62% in 2019The firm's donor-advised fund account holders recommended $1.7 billion in grants.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
Fidelity Charitable Donors Gave a Record $7.3 Billion in 2019It was the second consecutive record-breaking year for distributions from the donor-advised fund.