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.
Ex-FBI Hostage Negotiator Offers Tips for Dealing With Clients
By Jane Wollman RusoffChris Voss tells ThinkAdvisor how to disarm an upset client and how to reveal hidden information when negotiating.
January 08, 2020
Your Client Opened a Donor-Advised Fund Account. Now What?They probably know which causes they want to support. Now you can help them take action.
January 03, 2020
IRS Updates Guidance on Virtual Currency DonationsWhat charitable donors and recipients should know about the tax treatment of cryptocurrency contributions.
December 23, 2019
Fidelity Charitable Edges Out Gates Foundation as Biggest Grant MakerThe two grant-making nonprofits have duked it out for the top spot over the past six years.
December 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.