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.
How 30 Metro Areas Differ in Their Charitable Giving
By Michael S. FischerFidelity Charitable find that donors' giving priorities vary greatly by where they live.
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.
September 22, 2017
Tax-Smart Strategies to Maximize Hurricane Donation DollarsThe IRS has taken action to make it easier for clients to donate without adverse tax consequences.
September 20, 2017
Vanguard Charitable Adds Tool to Help Donors Research NonprofitsVanguard Charitable has rolled out a search function to help donors vet organizations they may be interested in supporting.
September 15, 2017
13 Top-of-Mind Trends for Investment ManagersThese are the forces that will shape the industry over the next three years, according to the CFA Institute.
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.