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.
Philanthropy Focus: What Your Clients (and You) Shouldn't Do
By Marlene Y. SatterPhilanthropy consultant Calvin Edwards on knowing your charitable giving limitations, and what clients shouldn't do.
December 05, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 2—Growth and GrantsFidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.
December 02, 2011
Philanthropy Focus: When Giving Really Is ReceivingCharitable annuities are a unique mechanism that can satisfy your clients charitable objectives while providing them with the income they need in retirement.
December 01, 2011
Top 10 Favorite Athlete-PhilanthropistsSome might say sports stars make too much money, but many of them do what they can to help others in need.
December 01, 2011
Fidelity Charitable Announces New Advisor PlatformGivingCentral allows advisors to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online.
December 01, 2011
Philanthropy Focus: A Special Report in the Season of GivingA month-long focus on charitable giving explores how advisors can help focus their clients philanthropy while building their businesses.
November 29, 2011
Philanthropy Focus: Grant-Making Expert Challenges Baby Boomers’ Charitable IntentA recent study from Civic Ventures indicated that significant numbers of baby boomers are intent on starting their own nonprofit organizations or socially oriented enterprises over the next decade.
November 28, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & VehiclesIn this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client'sand their charity'sgoals.