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.
New Tax Rule Leaves Many Donors Up in the Air
By Michael S. FischerUncertainty was more pervasive among smaller donors, a fundraising firm reported.
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.
March 01, 2019
How Clients Can Cut or Avoid RMDs: KiplingerThese strategies can help keep retired clients from having to withdraw money they don't need.
February 27, 2019
Online Charitable Giving Set a Record in 2018Giving is in its longest sustained period of growth since the recession, Blackbaud reports.
February 26, 2019
Why Griffin Black Head Jane Beule Puts People FirstThe leader of RIA firm Griffin Black is a financial analyst and Harvard MBA who's conversant in tech and knows what's most important.
February 25, 2019
Who the Wealthiest Charity Donors Supported in 2018A Chronicle of Philanthropy report says artificial intelligence is a hot area for donations by the ultra-rich.
February 20, 2019
The 3 Stages of Widowhood, and How Advisors Can HelpKathleen Rehl tells ThinkAdvisor how to help widows move forward financially and not to get fired by them.