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.
Financial Services Explained, Pt. 3: The Levels of Independent Advice
By Bob ClarkIn this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
November 16, 2016
Surge in Donor-Advised-Fund Growth Continued in 2015: NPT ReportNational Philanthropic Trust predicts continued growth in contributions.
November 10, 2016
Trump’s Campaign Pledges Would Slash Some Nonprofits: Philanthropy ReportCaps on deductions and slashed spending would cut many charities to the bone, according to The Chronicle of Philanthropy.
November 08, 2016
Investing in ESG, SRI or Impact Funds? Do You Know the Difference?Demand for investments that have a social dimension beyond profits is growing, but do advisors understand all the different labels?
November 02, 2016
Top 15 Charities for 2015 FundraisingPrivate support for Philanthropy 400 organizations increased by 7% over 2014.
November 01, 2016
Harvard Raises Record $1.2B, but Slow Returns Crimp BudgetFundraising total is second-largest ever in higher education; more restraint on spending will be called for, school says.
October 26, 2016
Where Wealthy Donors Give and What They Expect: U.S. Trust SurveyThe wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
October 25, 2016
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor UpgradesSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.