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.
Americans Donated Record $417B in 2013
By Michael S. FischerGiving was up 13% over 2012, the Atlas of Giving reported; Schwab Charitable and Fidelity Charitable both reported big increases in grants to nonprofits.
January 23, 2014
Current Congress Unlikely to Cap Charitable DeductionBut other tax benefits for nonprofits face an uncertain future, The Chronicle of Philanthropy reports.
January 15, 2014
Ins and Outs of Impact Investing: Madeira Global CEO AlfonsoCEO Christina Alfonso discusses Madeira's 4-step process for making impact investments.
January 10, 2014
5 sales lessons I learned in 2013Another year has come and gone. What have you learned?
January 07, 2014
15 Biggest Charitable Gifts of 2013Fifteen Americans made gifts of $100 million or moreand one gave almost $1 billion to one lucky recipient, Chronicle of Philanthropy reported.
January 06, 2014
Divorce Planner’s Novel Approach Leads to Lucrative BusinessThe overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
January 02, 2014
America’s Cup and What Larry Ellison Can Learn (Next Time)As San Francisco gears up to host another sailing contest, there's a chance to put philanthropy (and sportsmanship) ahead of other priorities.
January 02, 2014
Charity Donations Climbed in 2013: ReportContributions were up 12.4% versus 2012 as of November, Atlas of Giving reported recently.