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.
Foundations’ Investment Returns Rebounded in Fiscal 2016
By Michael S. FischerFoundation fiduciaries are moderating their long-term return expectations.
July 11, 2017
Schwab Charitable Donors Made Record Grants in FY2017Donors are watching how tax reform, expected in 2018, will affect giving.
July 03, 2017
Washington Abuzz With New CFP Board Standards, Treasury Reg Reform MovesRecent developments in Washington that should grab advisors attention include the Treasury department's first report on regulatory reform, among other things.
July 03, 2017
7 Steps to Attracting Your Clients’ KidsThis seven-step process creates a natural pathway for your clients children to become clients of your firm.
July 03, 2017
Advisors Giving Back: UBS Advisor Antwyne DeLondeA look at how time at home, in the Army and studying finance produced a desire to help others.
July 03, 2017
SMA Manager of the Year Matt Patsky on the Mainstreaming of Impact InvestingTen years from now, everyone will be an impact investor, says Matt Patsky of Trillium Asset Managment.
June 27, 2017
Fidelity Charitable Donor-Advised Fund Grants Surge in First HalfPlanned Parenthood, the ACLU and the Natural Resources Defense Council saw big rises in donations, Fidelity Charitable reported.
June 27, 2017
The Case for Crypto in Impact InvestingBitcoin and blockchain go beyond just digital currency, according to venture capitalist Jalak Jobanputra.