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.
3 Steps Advisors Must Take to Capture ESG Opportunity
By Zachary ConwayBy 2025, values-based investing will account for one-third of global AUM. Both clients and advisors can benefit.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
November 01, 2021
5 Ways to Invest in Clean Tech That Are Wins for ClientsFor advisors struggling with how to invest in climate-friendly technology, the opportunities are many.
October 28, 2021
Growing Popularity of Crypto Could Spur Charitable Giving: FidelityCrypto contributions to Fidelity Charitable donor-advised fund accounts have shot up nearly 500% this year.
October 26, 2021
20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2021Advisors can be very helpful in helping families plan how, when and how much to give.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
October 13, 2021
No Portfolio Is an Island, Especially an EndowmentEndowment considerations can also apply to households, especially those with fixed, relatively high spending levels.