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.
Risi Elected to Vanguard Charitable Board
By Melanie WaddellThe national donor-advised fund, with nearly $6.5 billion in grants to charities, is celebrating its 20th anniversary.
February 15, 2017
Millennials Want to Make Wise, but Different, Money DecisionsMillennials need the same education older generations had, but how they use it will set them apart.
February 14, 2017
10 Most Generous U.S. Donors: 2017Colleges and universities receive the bulk of gifts with a possible downside.
February 14, 2017
How Couples Give to CharityPay raises affect giving differently depending on which partner gets the boost, Fidelity found.
February 08, 2017
5 Reasons Advisors Need to Rethink Impact InvestingAdvisors who have little to no interest in sustainable investing are missing a massive opportunity.
February 07, 2017
Trump’s Dodd-Frank do-over diverted to slow lane with ACASome Republicans want to shoehorn changes into a budget reconciliation bill.
February 03, 2017
Plan B for Trump’s ‘big number’ on Dodd-Frank bypasses DemocratsRepublican lawmakers say they are considering a plan for dismantling parts of the financial-rules overhaul that wouldnt require support from a single Democrat.
February 03, 2017
Plan B for Trump’s ‘big number’ on Dodd-Frank bypasses DemocratsRepublican lawmakers say they are considering a plan for dismantling parts of the financial-rules overhaul that wouldnt require support from a single Democrat.