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.
Tax-Smart Strategies to Maximize Hurricane Donation Dollars
By Robert Bloink, William H. ByrnesThe IRS has taken action to make it easier for clients to donate without adverse tax consequences.
September 14, 2017
Raymond James Nearly Back to ‘Normal’ After IrmaThe Florida-based firm, which shifted resources out of the area due to Hurricane Irma, pledges to support associates affected by the storm.
September 14, 2017
FPA Honors 4 Financial Planners for Giving Back to the Profession and PublicThe winners of FPA's 2017 Heart of Financial Planning Award demonstrate a strong commitment to building the financial planning profession.
September 14, 2017
Giving by Chinese and Chinese-Americans SurgesEducation is the primary cause supported by donors in the U.S. and China, according to the Global Chinese Philanthropy Initiative.
September 11, 2017
Third of UBS Assets Are in Sustainable or Impact InvestmentsIts quite clear this is no longer a niche anymore, said Group CEO Sergio Ermotti.
September 11, 2017
These ETFs Give Profits to CharityTheir creators say the charitable contributions come from their own revenues, not from investors earnings.
August 28, 2017
CFPs Believe They Have a ‘Competitive Edge’: SurveyThe survey finds that 88% agree that a "fiduciary standard is appropriate for all financial service providers."
August 25, 2017
GOP Plan to Kill Estate Tax Sets Up Charitable Giving ConflictOne of the victims of a reduction in the incentive to give could be the life insurance industry.