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.
U.S. Nonprofits Lost 3% of Donors in 2014
By Michael S. FischerWhile overall donations increased, charities lost more donors than they recruited, the Fundraising Effectiveness Project found.
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.
August 31, 2015
Should Advisors Change How They Charge?Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients and so can how it's paid for.