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.
Donor-Advised Funds Continued to Set Records in 2017, NPT Reports
By Michael S. FischerDAFs' grant payout rate is nearly four times higher than that of private foundations.
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.
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.