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.
Cybersecurity a Bore? Not When You Get Hacked
By Dan SkilesFraudsters now use "social engineering" to tailor attacks. Make sure you and your clients are educated on what to look for.
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.
November 15, 2019
Foundations Want Information About Impact InvestingFinancial advisors to foundations are not initiating the conversation, a survey found.
November 14, 2019
Donor-Advised Fund Grantmaking Surged 19% in Fiscal 2018: NPTA National Philanthropic Trust report shows the effects of tax reform on the DAF sector.
November 11, 2019
Philanthropies Doubled Their Disaster-Related Funding in 2017U.S. organizations shelled out $500 million for the costliest year for natural disasters on record.
November 05, 2019
Half of Donors Have Changed Giving Strategy Since Tax Reform: FidelityYet few have reduced their giving since before the tax law was enacted, Fidelity Charitable reported.
November 01, 2019
Sustainable Investing: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.