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.
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By Marlene Y. SatterTwo may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
April 25, 2016
IRS OKs Program-Related Investments for FoundationsThe Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
April 14, 2016
Few Charity Donors Look Beyond Cash Gifts: Fidelity CharitableAdvisors can add value by educating their clients about tax-advantaged ways to give.
April 11, 2016
Bipartisan Charity Bill Would Make DAFs Eligible for RolloversBipartisan legislation from Sens. Wyden and Thune has tax-related provisions for donor-advised funds, foundations and nonprofits.
April 11, 2016
The Psychology of Sustainable Investing (and Why You Should Care)Hint: Its not very different from other types of investing, but avoiding clients' multiple reasons to invest for sustainability isn't a formula for success.
April 08, 2016
Smaller Private Foundations’ Giving Climbed 24.5% in 2015Ninety-eight percent of U.S. private foundations are "small," with less than $50 million in assets, Foundation Source says.
April 05, 2016
Wealthy Donors Worry Their Gifts Are WastedMore than half of donors with at least $10 million said their philanthropy kept them up at night, yet few said they talked to advisors.
March 30, 2016
The Latest in Social Impact Investing: An Online Matchmaking PlatformEnable Impact matches investors to social impact companies or projects looking for Series A funding to scale up operations.