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.
Donor-Advised Fund Assets Grew to Record $54B in 2013
By Michael S. FischerContributions to DAFs totaled $17 billion in 2013, a 23.5% increase over the previous year.
November 14, 2014
BMO poll: Canadians' charitable donations rise 8 percentMore than four-fifths (84 percent) of Canadians have made a charitable donation in the past 12 months, up from 77 percent in 2013.
November 14, 2014
Small Foundations Have Outsized Charitable Impact, and Assets Have GrownFoundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
November 14, 2014
Charities’ Portfolios Rose 15% in FY2013: CommonfundSurvey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
November 12, 2014
Addressing the Worries of Charitable ClientsMany charitably inclined Americans are concerned about the effectiveness of their philanthropic endeavors, UBS says.
November 11, 2014
Private Conservation Impact Investing Growing 26% AnnuallyThe market for conservation impact investing is surging, and private investments are expected to more than triple between 2014 and 2018, a survey says.
November 11, 2014
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) BushWith record attendance and high-profile speakers, Schwabs annual shindig for its RIAs delivered.
November 10, 2014
Schwab Impact Awards Go to 3 RIA Firms, RecordkeeperSchwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.