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.
Fidelity Charitable Challenges Its Donors to Give More
By Bernice NapachThe DAF wants donors to double their grants in a month in response to the COVID-19 pandemic.
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.
March 26, 2020
Deadline Extended for Invest in Others Award NominationsInvest in Others, a charitable organization, will give awards of $10,000 to $50,000 to community-focused advisors.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
March 02, 2020
U.S. Charitable Giving Projected to Grow in 2020 and 2021A report from the Lilly School of Philanthropy recommends a "stress test" to gauge recession preparedness.
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.