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.
The secret to finding fulfillment at work
By Maria WoodEver since he began his company, Dave Richmond has made philanthropy a priority, helping people close to home and across the globe.
November 15, 2013
Philanthropy bounces back among wealthy CanadiansAlmost three-quarters of Canada's high net worth investors have returned to pre-recession levels of support for charities.
November 14, 2013
The chilly seasonIt's time to rake up the leaves and take another look at clients' plans.
November 14, 2013
Donor-Advised Fund Accounts Gained $13.7 Billion in 2012Donor-advised funds experienced double-digit growth in assets and contributions in 2012, according to National Philanthropic Trusts annual report.
November 12, 2013
Evensky & Katz Win Award at Schwab ImpactEvensky & Katz Wealth Management has won an award yet again as Schwab hands out IMPACT awards.
November 12, 2013
New Technologies Can Facilitate Foundation CollaborationThe Monitor Institute and the Foundation Center released a report on their research into how new technologies can facilitate collaborations and reduce inefficiencies.
November 10, 2013
At Kickoff of Schwab Impact, Optimism Over the Government. Really.Potomac Research Groups Greg Valliere expects no repeat of the government shutdown fiasco, and lists three reasons why hes optimistic about the government.
November 07, 2013
Donors’ Surprising Thoughts on Hot Topics in PhilanthropyShould foundations get a say in grantees operations? How does a charitys effectiveness affect giving decisions? A Foundation Source survey tackled these questions.