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.
Donors Plan to Give More in 2021: Fidelity Charitable
By Michael S. FischerA year and a half into the COVID era, donors continue to boost their generosity, the study found.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 07, 2021
4 Signs Your Client Is Ready for a Roth IRA ConversionThe tax environment is favorable, but what does your client's financial situation look like? Here's what to consider.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
July 26, 2021
It's Never Too Early to Think About Estate PlanningAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..
July 26, 2021
Schwab Charitable Grants Rose 13% in Fiscal 2021, Setting RecordSchwab Charitable donors recommended $3.7 billion in grants in the last fiscal year.
July 16, 2021
Invest in Others Foundation Names 12 Award FinalistsThe awards recognize advisors for giving back to nonprofits; designated charities will receive donations of up to $75,000.
July 15, 2021
Fidelity Charitable: Donor Grants Surged 27% in First HalfThe numbers suggest that donors are prioritizing generosity as part of the "new normal," Fidelity Charitable's chief operating officer says.