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.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
By Bernice NapachThe growth of DAFs like Fidelitys is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
May 24, 2016
Making an 'Impact' on Clients With Impact InvestingNeed a value prop thats timely, resonates with clients (especially women and millennials) and actually shows your value? Get on the ESG train.
May 23, 2016
Impact Investors Boosting Their Bets This YearBig impact investors plan to commit 16% more capital this year, and 89% were satisfied with investment performance last year, Global Impact Investing Network reported.
May 20, 2016
Market Volatility, Election Dim Charitable Giving ProspectsAtlas of Giving reports no growth in the first quarter and predicts a decline for the year.
May 18, 2016
Impact Investing Is at ‘Sweet Spot’ for AdvisorsThe impact investing wave is "mature enough" but "it hasn't yet crested," says impact investing pioneer Amber Nystrom.
May 10, 2016
Wells Fargo’s Mack Opens Up on How an Advisor Helped Her Cope With TragedyWells Fargo Advisors President Mary Mack puts the importance of the DOL fiduciary rule and client-advisor relationships in highly personal terms.
May 09, 2016
Charity Donors Prefer to Give OnlineSocial media is a big motivator to give, especially for younger donors, a study of NGOs and donors finds.
May 04, 2016
All Conflicts of Interest Are Not Created EqualIndividual, subjective biases that affect our judgments are very different than financial conflicts that increase or decrease someones compensation.