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.
Schwab Charitable Grants Set Record in Unique Giving Environment
By Michael S. FischerStrong market returns and tax legislation led to a historic giving year in 2017.
January 12, 2018
Online Charity Gifts Spiked on New Year’s Eve: AnalysisOnline donors gave 38% more to charity during the last week of 2017 than in the final week of 2016, an analysis found.
January 12, 2018
Give Wisely in 2018If you're a charitable giving planner, you know all of this. If not, here are some basic guidelines.
January 11, 2018
4 Strategies for Responsible Exits From Impact InvestmentsInvestors take steps to responsibly exit their investments throughout the investment lifecycle
January 08, 2018
Focus Financial Partner Builds $7.5B TeamThe Colony Group combines with Bridgewater Wealth and Blue Water Advisors.
January 04, 2018
Wall Street Aims to Thwart a Hacking Nightmare for 401(k)sU.S. financial firms plan to expand a secretive project protecting bank accounts against crippling cyberattacks.
December 29, 2017
Donor-Advised Funds Were 2017’s Philanthropy StarThe number of DAF accounts at Vanguard Charitable jumped 45% in 2017, but the vehicle still has its critics.
December 28, 2017
This Forecasting Season, Channel Your Inner GrinchNo one can predict the future, so help your clients ignore all the noise, noise, noise, noise.