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.
A Reporting Framework for Opportunity Zone Funds
By Bernice NapachThe framework can help opportunity fund managers and investors measure the impact of their investments.
January 30, 2019
Charitable Giving Predicted to Grow Faster Than Average in 2019, 2020New research presents three scenarios that could affect giving — for better or worse.
January 23, 2019
Schwab Charitable Sets Another Grant Record in 2018The DAF provider, at 20, has granted more than $11 billion to charity since its inception.
January 16, 2019
Podcasts: An Untapped Marketing OpportunityPodcasts are an effective way to spread your brand across the world but are underutilized in financial advising.
January 10, 2019
5 'Weapons of Mass Attraction' to Help You Gain More ClientsFormer Harley-Davidson communications director Ken Schmidt tells ThinkAdvisor how to become a veritable people magnet.
January 09, 2019
New Survey Focuses on Unique Needs of Smaller FoundationsA new survey from Captrust Financial Advisors of some 150 public and private foundations finds that 73% of organizations had return expectations in…
January 09, 2019
Bill Gates Assesses His 2018 PhilanthropyAlzheimer's research is one area he's optimistic about.
January 04, 2019
Corporate Philanthropy: How Small Advisory Firms Can Create a Big ImpactCorporate philanthropy doesn't have to be large-scale to create real community impact.