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.
Top 5 Tax Tasks to Tackle With Clients Before Year-End
By Lawrence D. SprungAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
December 01, 2021
8 Ways to Finish the Year StrongSensible advice from the sales trenches: People who finish the year strong start the next year strong.
November 30, 2021
Most Americans Would Prefer Charity Donation Over Holiday Gift: SurveyA Fidelity Charitable survey finds widespread ignorance of tax-smart giving strategies among donors.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 12, 2021
14 Best Charities for the Most Popular CausesWalletHub evaluated more than 200 of the highest-ranked U.S.-based charities based on financial performance, transparency and popularity.
November 11, 2021
Donor-Advised Fund Grants Surpassed $30B for First Time in 2020For the 11th consecutive year, the National Philanthropic Trust identified growth in all key metrics.