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.
Foundations' Investment Returns Rose to 4-Year High in 2017
By Michael S. FischerMany community foundations benefited from last year's strong economy and stock market performance.
August 06, 2018
Schwab Charitable Donor Grants Surged Past 2017 TotalRobust market returns, disaster relief and uncertainty about tax reform drove giving.
August 02, 2018
Chicago Advisor Takes On Gun ViolenceRick Meyers' firm, Bernstein Wealth Management, helps clients get involved, too.
August 01, 2018
Women and Men Give Differently in RetirementMost retiree households maintain their giving even as other spending decreases.
July 19, 2018
On Philanthropy, Here's What Clients Want (and Don't Get) From AdvisorsA U.S. Trust survey found a disconnect between advisors and clients on how to address charitable giving.
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.