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 Investing: What It Is and How It Can Reshape Markets
By Bernice NapachThe new GIIN roadmap can help advisors monitor developments in impact investing.
March 08, 2018
2018 Will Be 'Unusual' Year for Philanthropy: ReportThe combined effects of a strong economy and the new tax laws on giving this year are hard to predict, the Lilly Family School of Philanthropy says.
February 16, 2018
When Does a Financial Planner Need to Register as an Investment Adviser?Some financial planners should unquestionably be registered as investment advisers, and others not necessarily so.
February 15, 2018
Fidelity Charitable Granted $4.5 Billion in 2017Cryptocurrency donations from the door-advised fund giant surged 10-fold to $69 million last year.
February 02, 2018
Why Rich Women Support Women’s and Girls’ CausesNew research finds wealthy female donors are strategic and willing to take risks.
February 01, 2018
CFPs Cry Foul Over Proposed 7-Step Planning ProcessThe changes reflect the modern delivery of financial planning, the Board says, but some prominent planners are skeptical.
January 31, 2018
Trump's Treasury Secretary Cool on 'Too Big to Fail' ProcessTwo Republicans pressed Steven Mnuchin for answers about how he'll treat companies like MetLife and Prudential.
January 25, 2018
College Endowment Returns Up Sharply in Fiscal 2017Tax law changes and tuition trends will put pressure on endowments going forward, execs of NACUBO and Commonfund say.