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.
Has It Become Too EZ to Gain Tax-Exempt Status?
By Michael S. FischerSimplified application has resulted in soaring 501(c)(3) designations by the IRS.
March 31, 2017
Social Investing Grew to $23 Trillion in 2016Responsible investment now accounts for 26% of all professionally managed assets globally, according to the Global Sustainable Investment Alliance.
March 28, 2017
Investors Will Pay for Fiduciary Rule DelayMany firms have already made changes; stalling out now will only reward the firms that profit the most off baiting investors into bad bets.
March 28, 2017
Salesforce Announces AI-Driven Enhancement for CRMSalesforces targeted CRM for financial services firms has new artificial intelligence and natural language processing capabilities.
March 24, 2017
9 Facets of Limited-Life Foundations’ Plan to Spend DownSome foundations set an end date on their largesse in order to have a greater impact.
March 23, 2017
Thou Shalt Not Buy Biblically Responsible ETFsThe companies CWM will not invest in do not reflect biblical values. But the ETF provider goes further than most SRI funds.
March 20, 2017
Trump Is Biggest Global Risk in 2017, Alt Investors SayA poll at the Cayman Alternative Investment Summit found the Trump administration worried the industry more than cybersecurity, China or Brexit.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.