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.
20 Richest Women in the U.S.: Forbes, 2024
By Michael S. FischerIn all, 67 women appear on the latest Forbes 400 list of America's wealthiest people.
August 15, 2024
Disability Insurance Can Ensure Business ContinuityWhat if a client with a successful firm suddenly has a stroke? What then?
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
July 25, 2024
At Schwab-Linked DAF Provider, Grants Surge 31% in 2024The number of advisors working with the platform rose 15%, DAFgiving360 reported.
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 17, 2024
5 Secrets for Reaching Affluent 'Legacy Leavers'These prospects want to leave money to loved ones, and many expect to inherit more assets soon.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.