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.
More Entrepreneurs Focused on Impact Through Their Business, Investments
By Michael S. FischerFour in 10 entrepreneurs consider positive impact core to assessing business performance, BNP Paribas found.
November 06, 2017
Global Investors Flock to ESGSchroders ranks 30 countries on their adoption of sustainable behaviors and investing.
November 01, 2017
7 Steps to Crafting a Philanthropic Mission Your Clients Will LoveYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
October 31, 2017
Donors and Charities Alike Gain From the Contribution of Appreciated SecuritiesSelling appreciated securities can mean higher taxesunless clients give to charity.
October 24, 2017
The Right Time to Rebalance — and Give to CharityDonating to charity can absorb the tax blow from rebalancing a taxable account, and now is a great time to do it.
October 18, 2017
GAO: Overhaul Entire US Retirement SystemMany Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.
October 18, 2017
Charitable Giving Bolsters Life Satisfaction, New Report FindsA new study released by the Womens Philanthropy Institute finds that people who give to charitable causes are happier than those who do not.
October 13, 2017
Historic Year for Giving, Says Schwab Charitable’s Kim LaughtonThis may be the biggest year in history for American philanthropy, Laughton said.