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.
Philanthropy 2020: Looking Backward to Go Forward
By Michael S. FischerAlthough charitable giving remains strong, tax efficiencies might be key.
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.
November 25, 2019
When Giving Back Means Lifting UpHow can you make a difference in your community?
November 25, 2019
Cybersecurity a Bore? Not When You Get HackedFraudsters now use "social engineering" to tailor attacks. Make sure you and your clients are educated on what to look for.
November 21, 2019
Upper-Income Investors Say Charitable Giving Is a Top Priority: Wells FargoA Wells Fargo/Gallup poll finds the current political climate is a big motivator for giving.
November 21, 2019
How Storytelling Bolsters Financial Plans & Client RelationshipsPeople are 22 times more likely to remember facts if they are delivered within a story, a cognitive psychologist found.
November 20, 2019
The 7 Deadly Sins for Advisors Joining a NonprofitNonprofits can be great places to meet prospects, but if you join for the wrong reasons, you will be sniffed out — quickly.
November 19, 2019
How Male and Female Business Owners Differ in Charitable GivingThe entrepreneurial mindset in both genders carries over to their giving strategies, Fidelity Charitable reports.