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.
Charitable Giving Up Nearly 8%, Despite Pandemic
By Michael S. Fischer"People ... continue to support their neighbors, communities and charitable causes when they face crises," said Jon Biedermann.
December 17, 2020
How Did You Give Back This Year? — Advisors' AdviceWe asked advisors to highlight their charitable donations, volunteering and other good works.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 08, 2020
To Boost Pro Bono Service, Advice Industry Must Set the Tone at the TopThe CFP Board should recommend planners do pro bono service every year.
December 07, 2020
How to Ditch 'Trash' Thinking, Build Mental Toughness and Boost ProductivityJason Selk, who trained the St. Louis Cardinals in mental toughness, tells ThinkAdvisor his strategy can boost productivity by 30%.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
December 01, 2020
Pandemic Taking a Toll on Volunteerism: ReportStill, 73% of those surveyed plan to return to pre-pandemic volunteerism when it is safe to do so, a Fidelity Charitable study finds.
December 01, 2020
Many Americans Could Give Less to Charity Next Year: SurveyThe findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.