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.
7 Steps to Crafting a Philanthropic Mission Your Clients Will Love
By Laura RoserYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
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.
October 04, 2017
How 30 Metro Areas Differ in Their Charitable GivingFidelity Charitable find that donors' giving priorities vary greatly by where they live.
October 02, 2017
Proper PerspectivesWith the retreat of summer, students have headed back to class. Football season's returned, and hurricane season is peaking with disastrous consequences so far in Texas, Florida and beyond.
October 02, 2017
Advisors Giving Back: Raymond James Branch Manager Daniel JonesHow one professional went from tragedy to newfound success in the business and beyond.
October 02, 2017
Fifth of Millennials Call Themselves ActivistsA new study finds millennials worried about the countrys direction and examines their efforts to bring change.