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.
Chicago Advisor Takes On Gun Violence
By Ginger SzalaRick Meyers' firm, Bernstein Wealth Management, helps clients get involved, too.
July 18, 2018
Private Foundations Enjoyed Growth Surge in 2017The bull market was a big driver, but it wasn't the only one, Foundation Source reports.
July 13, 2018
Fewer Americans Donating to CharityA Chronicle of Philanthropy study finds drop-offs across several demographics.
July 12, 2018
The 4 Types of Client Objections and How to Meet Them Head-OnWant to get from "no" to "yes?" Let the prospect talk, Jeb Blount tells ThinkAdvisor.
June 27, 2018
Can Governance Impact Investing Make a Difference?The G in ESG investing often gets the short shrift in coverage, but actually has made an impact for decades.
June 26, 2018
'Tax Reform 2.0' Coming After July 4 Break: BradyA package of bills is expected to address charitable contributions and retirement savings measures.
June 20, 2018
Charities to Lose Billions in Donations Due to New Tax Law: AEIBut there are ways to offset the loss, the AEI report notes.
June 20, 2018
Fiduciary Trust Lowers Donor-Advised Fund MinimumThe firm hopes to attract more clients at a time when donors are looking to "bunch" donations for tax reasons.