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.
How to Channel Bill Gross and Maximize Clients’ Charity
By Janet LevauxAs PIMCO's bond king upstages Gates and Buffett, here's how you can help clients respond to inequality.
October 28, 2013
What if Financial Planning Was More Like Build-A-Bear?For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.
October 28, 2013
What Justin Bieber can teach you about your practiceAll of Bieber's fame, fortune and power started from a homemade video on YouTube.
October 28, 2013
What Justin Bieber can teach you about your practiceAll of Bieber's fame, fortune and power started from a homemade video on YouTube.
October 28, 2013
Tax Uncertainty Drives Record DAF Grants: Fidelity CharitableDonor-advised fund contributions rose 5% from the period last year, Fidelity says.
October 21, 2013
Parents Powerfully Influence Their Children’s Charity: Indiana ResearchResearch from the Indiana University's Philanthropy Institute finds thats if parents talk to their children about giving, they're more likely to do so.
October 17, 2013
10 Best Practices for Disaster Relief GivingIn the confusion and uncertainty following a disaster, the haste to do something can end up creating more harm than good, Rockefeller Philanthropy Advisors writes.
October 14, 2013
Advisors, HNWs Don't See Eye to Eye on Philanthropy: SurveyMany advisors misunderstand clients' motivations for giving, a survey of both groups by U.S. Trust and The Philanthropic Initiative found.