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.
10 Tips for Preparing Your Firm During a CRM Transition
By JunxureSo how best to prepare for a CRM move? Discover a few expert tips to help you overcome your data jitters.
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.
February 02, 2017
Fidelity, Vanguard Report Increases in 2016 Charitable GivingFidelity Charitable has surpassed its goal of granting $25 billion in its 25 years, the DAF provider said.