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.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.