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.
House Votes to Block DOL Fiduciary Rule
By Melanie WaddellHouse 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 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.
March 25, 2016
Donors Increasingly Support Charities via Mobile DevicesDonations via by smartphone or tablet shot up by 80% since 2013, according to a survey released this week by Dunham+Company.