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.
Morgan Stanley Releases Environmental Impact Investing Tools for Advisors
By Michael S. FischerThe Climate Change and Fossil Fuel Aware Investing Tool Kit helps Morgan Stanley FAs build portfolios for environmentally conscious clients.
February 08, 2016
How Advisors Can Help the Community, Boost Their BusinessAt TD Ameritrades National LINC conference in Orlando, attendees discussed ways they were positively interacting with their communities and the benefits to their businesses.
February 08, 2016
5 Ways to Boost Impact Investing in Family OfficesImpact investing is "definitely on the upswing" among family offices, says Lisa Woll, CEO of US SIF.
January 28, 2016
Schwab, Fidelity Report Record Donor-Advised Fund Giving in 2015In a sign of the times, Fidelity DAFs now accept contributions in bitcoin.
January 26, 2016
The life-changing life insurance career that's often overlookedFraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
January 26, 2016
The life-changing life insurance career that's often overlookedFraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
January 25, 2016
Charitable Giving Will Grow in 2016 and 2017: ReportThe nonprofit sector in the U.S., and in particular education, can look forward to growth in giving this year and next, a study finds.
January 20, 2016
Tax Law Changes Affecting Your ClientsCongress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.