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.
Recent SEC Exams of RIAs Focusing on Client Retirement Accounts
By Nick ThorntonFollowing up on its promise to do so, the SEC's examiners are looking closely at RIAs' oversight of clients' 401(k) and IRA accounts.
December 29, 2015
Chan Zuckerberg Philanthropy Reboot Will Build on Lessons LearnedLessons learned from Zuckerberg's flubbed Newark school reform effort will inform the couples new philanthropic venture, says Priscilla Chan.
December 28, 2015
When Good Business Allows You to Do GoodYounger investors and women want to make money and accomplish social, environmental or corporate governance change at the same time, now and not when theyre older.
December 28, 2015
The Growing Influence of Impact InvestingThe industry is catching on to investors' interest in and willingness to pay for products that align their investment goals and personal values.
December 23, 2015
NPT’s Heisman: Why Donor-Advised Funds Are SurgingNational Philanthropic Trust CEO and Wharton lecturer Eileen Heisman talks to ThinkAdvisor about DAFs' popularity and the Chan-Zuckerberg initiative.
December 18, 2015
Tax-Cut Bill, Passed by House, Makes These Charity Tax Breaks PermanentThe $650 billion tax-cut measure the House overwhelmingly approved made several charitable tax incentives permanent.
December 17, 2015
Your 7-Step Growth Game Plan for 2016Heres how to achieve success in your practice next year, one step at time.
December 14, 2015
Ultra-Wealthy Donors Worldwide Gave $112 Billion to Charity in 2014Wealth-X and Arton Capital's annual giving report focuses this year on Syrian refugees, saying about $800,000 from each HNWI could feed and shelter them all.