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.
How a Teacher Became an Advisor and Guide
By James J. GreenJennifer Lazarus now accepts only clients committed to SRI investing, which is her passion.
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.
March 06, 2019
John Hancock Startup Opens Impact Investing to the MassesThe startup, called Coin, offers online investing in eight impact areas with an account minimum of $50.