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.
15 Biggest U.S. Mega-Donors to Charity in 2023
By Michael S. FischerThese donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
February 15, 2024
Fidelity Charitable Donors Granted Record $11.8B in 2023Funds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 14, 2024
Why So Many Estate Plans Are Out of Date: Jamie HopkinsEven skilled advisors often overlook one critical issue, the Bryn Mawr Trust private wealth management head says.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.