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.
Women Drove 'Rage Giving' After 2016 Election: Study
By Michael S. FischerAcademic researchers analyzed the surge in giving after President Trump's election, including who donated and who benefited.
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.
September 25, 2018
Soon Do-Gooders at Vanguard Charitable Can Do BetterVanguard Charitable will offer three new ESG-oriented ETFs for donor-advised fund investors in October.
September 24, 2018
New Tax Bill Offers Attractive Impact Investment OpportunityQualified Opportunity Zones provide a tax incentive to invest in low-income areas, but choose investments carefully.
September 24, 2018
Why Wealthy People Give to Charity During Life, but Not So Often at DeathBut wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute finds.
September 20, 2018
US Investors Not Worried ESG Will Hinder Returns: SchrodersA Schroders study finds that sustainable investing is on the rise, particularly among younger investors.