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.
Let's Make Kids Part of the Financial Literacy Conversation
By Jack Kosakowski and Danielle RobinsonWhy care about this? Because money-smart kids become money-smart adults.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 21, 2019
Charitable Giving Connects Women Across Race and EthnicityWomen's Philanthropy Institute examines race and giving through gender lens
March 18, 2019
Democrat Wants to End Tax Deductions for Some College DonationsSen. Ron Wyden says the federal government should stop perpetuating "corrupt" admissions practices.
March 15, 2019
New Tax Rule Leaves Many Donors Up in the AirUncertainty was more pervasive among smaller donors, a fundraising firm reported.
March 13, 2019
Responding to 'I Already Have an Advisor'What if they're unhappy or want to switch advisors down the road?
March 08, 2019
Charitable Giving by Taxpayers Who Don't Itemize PlungesTaxpayers who itemize are twice as likely to donate as non-itemizers, United Way finds.
March 07, 2019
Calling All Charitable Advisors: Nominations Open for Invest in Others AwardThe winning advisors are awarded $40,000 to $50,000 for their selected charity.