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.
Impact Investing Is at ‘Sweet Spot’ for Advisors
By Danielle AndrusThe impact investing wave is "mature enough" but "it hasn't yet crested," says impact investing pioneer Amber Nystrom.
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.
May 02, 2016
Top Portfolio Products: Touchstone Launches an International Growth FundTwo may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
April 29, 2016
House Votes to Block DOL Fiduciary RuleHouse Speaker Paul Ryan applauds resolution's passage, stating that "bureaucrats in Washington, D.C., have no business getting between you and your financial planner."
April 27, 2016
American Century’s Unusual Model for Impact InvestingIn the last 16 years, mutual fund company American Century Investments has distributed $1.2 billion of its profits to fund biomedical research.
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.