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.
Soon Do-Gooders at Vanguard Charitable Can Do Better
By Ginger SzalaVanguard Charitable will offer three new ESG-oriented ETFs for donor-advised fund investors in October.
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.
September 19, 2018
Entrepreneurs Are at the Forefront of Philanthropy: Fidelity CharitableMany business owners plan to donate some of the proceeds when they sell their firms, Fidelity Charitable finds.
September 14, 2018
Impact-Focused Firm i(x) Investments Adds Ex-Obama Official as PresidentThe firm, co-founded by Warren Buffett's grandson, deepens its bench of government-connected players as it grows its SRI portfolio.
September 12, 2018
Morgan Stanley Exceeds 5-Year Impact Investing Asset GoalThe firm's Investing with Impact Platform has more than $25 billion in client assets under management.
August 28, 2018
John Rogers: Bridging the Wealth GapAriel's John Rogers funds a program to find an 'African-American George Soros or Henry Kravitz.'
August 17, 2018
U.S. Foundations' Overseas Giving Rises by 29%: ReportCouncil on Foundations and Foundation Center analysis covers the period from 2011 to 2015.
August 13, 2018
3 Things Employers Should Know About Financial Wellness ServicesThe author talks about how new employers are trying to communicate the idea that they care.