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.
5 'Weapons of Mass Attraction' to Help You Gain More Clients
By Jane Wollman RusoffFormer Harley-Davidson communications director Ken Schmidt tells ThinkAdvisor how to become a veritable people magnet.
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.
January 04, 2019
How Global Impact Bonds Fared in 2018Data will play a pivotal role in supporting growth of outcome-based contracting in 2019, Brookings says.
January 03, 2019
TV Ads in Financial Services: What Works, What Doesn'tFinance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others.
December 20, 2018
CFP Board Offers Tax Tips for Charitable ContributionsJill Schlesinger offers tips for donors who want to reap benefits beyond the pride of their good deed.
December 20, 2018
The Year in Philanthropy: 2018 Research RoundupFoundations surged as donor-advised funds kept on breaking records.
December 19, 2018
4 Tips to Strengthen Client Relationships Around the HolidaysMorgan Stanley's Sarah McDaniel told ThinkAdvisor about some seasonal opportunities to connect with clients — wealthy ones in particular.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.