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.
Americans' Charitable Giving in 2018 Was Virtually Flat
By Michael S. FischerCountervailing economic and policy factors shaped charitable giving, the annual Giving USA study finds.
June 10, 2019
Tax Overhaul Could Mean $19 Billion Less in Donations Each Year: StudyA study looked at ways to incentivize charitable giving by taxpayers who don't itemize deductions.
June 07, 2019
Talk About Impact Investing Can Reveal a Client's ValuesThere are many different avenues to take in impact investing, depending on what causes your client supports.
May 30, 2019
Millennial Entrepreneurs Are Leaders in Charitable Giving and VolunteerismBusiness owners of all ages tend to be generous with their time and money, Fidelity Charitable reports.
May 23, 2019
How Women's Foundations Use Their MoneyMost of it goes to local nonprofits, research finds.
May 20, 2019
David Bach Has Some Advice for AdvisorsThe bestselling author talks to ThinkAdvisor about "The Latte Factor" and his RIA-focused business.
May 16, 2019
Self-Directed 401(k) Investors Fare Better With Advice: SchwabThey also engage in nearly twice as many trades, according to new data.
May 06, 2019
Charitable Gifts From IRAs Shot Up by 74% in 2018A new report says demographics and tax law changes are driving the increase.