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.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
By Mike PattonFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
October 22, 2014
Top 25 U.S. Charities: 2014The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
October 22, 2014
Millionaires Are Giving Back, but They’re Not Happy About ItMany philanthropists are unsatisfied with the impact their time and money have on the causes they support.
October 20, 2014
'Tis better to give. Period.While money is important, it cannot buy purpose, significance or overall satisfaction.
October 20, 2014
'Tis better to give. Period.While money is important, it cannot buy purpose, significance or overall satisfaction.
October 20, 2014
4 reasons giving is good for youMoney really can buy you happiness...but only when you give it away.
October 20, 2014
4 reasons giving is good for youMoney really can buy you happiness...but only when you give it away.
October 15, 2014
Fifth of U.S. Grant Makers Pay Their Board Members, Study FindsCompensation is legal as long as its "reasonable." But what does reasonable mean?