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.
Retirees Find Much to Like in Social Impact Investing
By Michael S. FischerBoomers say they are more strategic than their parents, more hands-on and more demanding about how their financial contributions and volunteer time are used.
November 17, 2015
Donors Not Looking to Advisors for Philanthropy HelpHigh-net-worth private foundation donors dont necessarily think of their financial advisor as a philanthropic source, reports Foundation Source.
November 10, 2015
Top 15 Charities for 2014 FundraisingDonor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropys list of the 400 top nonprofits.
November 09, 2015
Ted Cruz sets sights on 'moderate' Marco RubioRubio backed the Cruz effort to shut down the government over PPACA.
October 30, 2015
About Half of Foundations Pay Board Members and Allow Unlimited TermsA recent study by the Center for Effective Philanthropy examined private foundation governance.
October 22, 2015
Retirees to Add $8 Trillion to Economy Through Charity: ReportAdvisors who want to serve all of a clients needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
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.