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.
Schwab: Advised Brokerage Accounts Have Higher Balances, Better Diversification
By Michael S. FischerAdvised retirement accounts also have less concentrated stock positions than self-directed ones, Schwab found.
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.
November 13, 2018
What to Do for Clients at the HolidaysWant to avoid being lost in a flood of December greeting cards? Send Thanksgiving cards instead.
November 13, 2018
Donor-Advised Funds Continued to Set Records in 2017, NPT ReportsDAFs' grant payout rate is nearly four times higher than that of private foundations.
November 07, 2018
Few Americans Say Charities Are Highly TrustworthyA Better Business Bureau report finds a big generational gap in how nonprofits are perceived.
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.