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.
What Female Advisors Are Doing to Make an Impact in Our Communities
By Raymond James FinancialWe spoke to some female advisors and discovered they used some traditional and not-so-traditional ways of giving back.
October 08, 2015
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their FamiliesThe Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
October 08, 2015
Schwab Donor-Advised Fund Clients Gave $1 Billion to Charity in FY2015Clients supported 42,000 charities, Schwab Charitable reported.
October 07, 2015
Impact Investing Returns as Good as S&P 500: WhartonMust impact fund managers sacrifice their funds missions to maximize returns? Thats the question a new paper from the Wharton School seeks to answer.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 24, 2015
Can Wall Street Cure Cancer?MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.
September 21, 2015
Gender Differences Matter When Couples Donate to CharityWhen a couple's income jumps, how is their charitable giving affected? It depends on whether the man or the woman got the raise.
September 21, 2015
IRS Removes a Tax Barrier to Impact Investing for FoundationsA foundation's mission-related investments shouldnt automatically be taxed, the IRS says.