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.
Impact-Focused Firm i(x) Investments Adds Ex-Obama Official as President
By Ginger SzalaThe firm, co-founded by Warren Buffett's grandson, deepens its bench of government-connected players as it grows its SRI portfolio.
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.
August 13, 2018
Foundations' Investment Returns Rose to 4-Year High in 2017Many community foundations benefited from last year's strong economy and stock market performance.
August 09, 2018
Do's and Don'ts for Getting Clients to Follow Your AdviceAvoiding some common mistakes can help make advice "stick," leading to happier clients, psychologist Moira Somers tells ThinkAdvisor.
August 06, 2018
Breaking Down Treasury's Fintech ReportThis week in Human Capital: The Treasury's fintech report doesn't have much about consumer protection, said Nick Bourke of The Pew Charitable Trusts.
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.