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.
How the Partisan Divide Affects Charitable Giving
By Michael S. FischerVoters who live in counties with high political competition give less to charity, a study finds.
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.
October 12, 2018
Women Drove 'Rage Giving' After 2016 Election: StudyAcademic researchers analyzed the surge in giving after President Trump's election, including who donated and who benefited.
October 12, 2018
Donors May Not Understand How Tax Reform Affects GivingFidelity Charitable poll finds six in 10 Americans plan to itemize in 2018.
October 10, 2018
College Endowments Hit Record Values, and Maybe Ire of LawmakersThe schools' opposition to a new tax on the fattest endowments doesn't come at an ideal time.
October 02, 2018
Tips for Getting Referrals and Finding New Clients, From Top AdvisorsDuring Raymond James' 2018 Women's Symposium, four top FAs shared their experience and advice.
October 02, 2018
HNW Women Use Their Wealth to Improve the WorldIn particular, younger women in the U.S. align their wealth management goals with social causes, an RBC Wealth study found.
September 27, 2018
Planning Your Life's Next ChapterAdvisor Peggy Cabaniss is finding fulfillment and meaning in retirement. So can you.