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.
Fidelity Charitable Adds New Impact Investing Options
By Michael S. FischerImpact investments among Fidelity donor-advised fund holders have more than doubled in the past year, the firm says.
May 29, 2018
Female Billionaires Are on the RiseAnd those women are creating more of their own wealth, according to the Wealth-X billionaire census.
May 29, 2018
The Best Impact Investments Are Not What They SeemMany obvious choices have unintended consequences, while the true gems take diligence to find.
May 16, 2018
How to Meet Client Demand for Impact InvestingAdvisors have an important role to play in translating a client's preference for impact into practical strategies.
May 15, 2018
The 10/10/80 Budget for PhilanthropyOne great way to win customer loyalty is to help customers help others.
May 11, 2018
Proposed Tax Bill Would Make Charitable Deduction UniversalThe bipartisan bill would make the charitable deduction available to all taxpayers, whether or not they itemize.
May 11, 2018
New IRS Tool Lets Taxpayers Research CharitiesThe all-in-one search tool is designed to provide easier, faster access to public information.
May 07, 2018
Warren Buffett Should Have Shared the StageA smooth transition for his successors may hinge on his ability to give them some of the limelight now.