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.
Ted Cruz sets sights on 'moderate' Marco Rubio
By Sahil KapurRubio backed the Cruz effort to shut down the government over PPACA.
October 21, 2015
Charity Donors Demand Low Overhead SpendingA new poll commissioned by The Chronicle of Philanthropy found significant concerns about nonprofits spending.
October 13, 2015
What Female Advisors Are Doing to Make an Impact in Our CommunitiesWe spoke to some female advisors and discovered they used some traditional and not-so-traditional ways of giving back.
October 12, 2015
U.S. Nonprofits Lost 3% of Donors in 2014While overall donations increased, charities lost more donors than they recruited, the Fundraising Effectiveness Project found.
October 09, 2015
Morgan Stanley Introduces Catholic-Focused Investing ProgramThe program can assist investors who want to invest in firms that support affordable housing, high environmental standards and other constructive policies.
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.