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.
The Psychology of Sustainable Investing (and Why You Should Care)
By Stephen WendelHint: Its not very different from other types of investing, but avoiding clients' multiple reasons to invest for sustainability isn't a formula for success.
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.
March 23, 2016
Cash-Strapped Connecticut Licks Tax Chops at Yale Endowment FundA proposed bill in the state would tax endowment income in funds with $10 billion or more a distinction that applies only to Yale.
March 22, 2016
For Retirees, Giving Back Is a High PriorityWhen we look at American retirees, what do we see? People in need of help or people prepared to help? asked Ken Dychtwald. Its both.
March 18, 2016
Do Political Campaign Donations Cannibalize Charity Gifts?Donors who made campaign gifts in 2012 actually gave more to charity than they did the year before, a study found.
March 18, 2016
What to do with a deal that is "stuck"You have seen this deal before: It's been in your pipeline since last quarter ... and the one before that.
March 15, 2016
Eli Lilly changes goal of Alzheimer study using solanezumab(Bloomberg) — Eli Lilly & Co. (NYSE:LLY) has changed the primary goal of a test of its potential Alzheimer’s disease drug, an unusual move…