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.
What to Do for Clients at the Holidays
By Bryce SandersWant to avoid being lost in a flood of December greeting cards? Send Thanksgiving cards instead.
November 06, 2018
America's Top 10 Favorite CharitiesThe Chronicle of Philanthropy ranked 100 nonprofits by the total value of gifts of money and stock received in 2017, and excluded government grants.
November 01, 2018
Childhood Giving Makes for Happier, More Generous Adults: SurveyGiving traditions help build closer family relationships, Fidelity Charitable finds.
October 30, 2018
Wealthy Donors' Average Giving Rose by 15% Since 2015: StudyA younger and more diverse pool of donors is reshaping the future of giving, U.S. Trust reports.
October 30, 2018
How the Partisan Divide Affects Charitable GivingVoters who live in counties with high political competition give less to charity, a study finds.
October 25, 2018
The Importance of a Shared CultureSteve Rudolph's HW Financial Advisors puts its culture first.
October 24, 2018
4 Millennial Traits Every Advisor Should LeverageSeveral studies have been done on millennials' motivations, and the results may surprise advisors.
October 23, 2018
Advisors Are Growing Business Through SRI: StudySRI has captured the advisor audience, according to this Eaton Vance/Calvert survey; however, getting good company research data remains a problem.