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.
From Firefighting to Financial Planning
By Jane Wollman RusoffEx-firefighter William Cuthbertson tells ThinkAdvisor about his 8-year career transition and what he thinks the SEC gets wrong.
July 11, 2019
4 Ways to Craft More Meaningful Financial Plans for ClientsCreating more holistic plans will help clients understand the value you provide.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 03, 2019
How Charitable Giving Helps Advisors Stand OutBy adding this focus to your financial-planning practice, you can align your values with those of your clients and prospects.
July 01, 2019
Private Foundations' Contributions Hold Steady, Despite Asset DeclinesPrivate foundations with less than $50 million in assets gave nearly as much to charity last year as they did in 2017 despite declines in their asset…
June 28, 2019
Cambridge Moves to Support Subscription Model, Lure Young ClientsCEO and President Amy Webber tells ThinkAdvisor how the firm is working to support advisors and what she thinks about Reg BI.
June 21, 2019
Global Impact Investments Show Healthy Growth: StudyNinety-one percent of investors in an annual study said their investments had met their expectations for performance.
June 20, 2019
How to Blow Yourself Up at a NonprofitJoining a local nonprofit can help you build business, but proceed with caution.