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.
David Bach: Smart Advisors Finish Rich
By Jane Wollman RusoffThe best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.
August 14, 2014
Edward Jones to Fund Series 7 Course for College StudentsThe firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
July 31, 2014
Green Movement Looking Pretty White, Study FindsA study finds minorities underrepresented in environmental organizations, though women have made gains.
July 25, 2014
Private Foundation Investments Returned 15.6% in 2013Returns on domestic equities far outpaced other asset classes, according to the Council on Foundations and Commonfund Institute.
July 22, 2014
House Passes Legislation to Encourage Charitable GivingThe America Gives More Act would make three expired "tax extenders" permanent and has two other provisions.
July 18, 2014
Fidelity Charitable Donors Granted $1.1 Billion in First HalfThis was a 19% increase over the same period last year, Fidelity Charitable reported this week.
July 16, 2014
Schwab Charitable DAF Contributions Increase by 38%Individual account holders at Schwab Charitable granted $822 million to some 34,500 charities in the 2014 fiscal year, ended June 30.
July 08, 2014
Giving Circles Offer Point of Entry for Many Donors, Study FindsYounger donors, minority groups and women are attracted to giving collectives.