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.
10 More Wealthy Donors Take the Giving Pledge
By Michael S. FischerThe global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.
May 28, 2015
Citizenship and work habits: Do your job -- all of it!How would your report card look today for the job you do as a financial planner, insurance agent, investment advisor, etc.?
May 27, 2015
Foundations’ Impact Investing Largely Talk, Study FindsMany private U.S. foundations that purport to engage in impact investing dont put much of their money where their mouth is, according to the Center for Effective Philanthropy.
May 26, 2015
Billionaires: Where They Are, What They WantTwo-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
May 21, 2015
Advisors Who Serve(d) Tell Their Stories: Memorial Day, 2015In our latest slideshow honoring advisors who served in the armed forces, we present 16 veterans deserving of praise.
May 21, 2015
Smaller Private Foundations Gave Out Much More Than Required in 2014Foundations with less than $1 million in assets averaged distributions of 13.2%, Foundation Source reported.
May 20, 2015
Once-unthinkable criminal pleas by U.S. banks get investor ‘meh’Five of the worlds biggest banks will pay $5.8 billion in fines.
May 18, 2015
30 Worst Paying College Majors: 2015Data collected by PayScale shows the university degrees with the least payback.