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.
Advisors Giving Back: Commonwealth’s Nelson Ball Does It All
By Janet LevauxFinancial advisor Nelson Ball has found many ways to support his community and a variety of causes.
November 20, 2012
Transformational Philanthropy: Cam Thornton on Benefits to Clients and AdvisorsAdopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
November 20, 2012
New Index Is the Kinder, Gentler S&P 500Modeled on the S&P 500, the S&I 100 aims to identify high-impact results for donors.
November 16, 2012
CFP Board’s Keller on Goldfarb Case: ‘Let the Process Play Through’At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.
November 16, 2012
Charities Bring in Bucks With Simple Touches, Survey FindsA Nonprofit Research Collaborative study found that simple things, like saying thank you and staying in touch, meant a lot to increasing donations.
November 15, 2012
Schwab Names 3 RIA Firms as Impact Award Winners for 2012Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.
November 15, 2012
BMO report reveals rise in charitable giving among CanadiansThe number of Canadians giving to charitable causes and the amounts they are giving are on the rise, according to new research.
November 14, 2012
Fidelity Charitable Offers 4 Strategies for Giving in Fluid Tax EnvironmentLast week, Fidelity Charitable rolled out an online Giving & Taxes Center to help philanthropists find the best approaches to funding giving plans now and in the future.