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.
Invest in Others Names 'Charitable Champions' of 2022
By Janet LevauxCollectively, the winners raised nearly $2.1 million and donated 20,750 hours through their community-focused efforts in 2021.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
May 31, 2022
The Virtue Bubble Is About to Burst. Good Riddance.Making financial decisions based on your values wasn't making the world a better place. It may have even been making it worse.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 23, 2022
10 Ways to Give to Charity When Money Is TightCharitably inclined clients who find themselves cash-poor have plenty of options besides writing a check.
May 20, 2022
9 New Findings on How Wealthy Clients Give to CharityAdvisors have an important role to play, BNY Mellon Wealth Management finds.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.
May 12, 2022
Alternatives for Firms With Private-Label DAFsMany firms and advisors realize their private-label DAF may not be ideal for all clients.