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.
It's Never Too Early to Think About Estate Planning
By Mike YelvertonAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..
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.
June 23, 2021
Women's Charitable Giving Reached New Heights in 2020The COVID-19 pandemic boosted many givers' generosity, a study from Fidelity Charitable has found.
June 23, 2021
How to Prepare for a Retroactive Capital Gains Tax HikeCPA Sheryl Rowling, who heads rebalancing solutions for Morningstar, offers some pointers.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 16, 2021
Charitable Giving Set Record in 2020: ReportThe COVID-19 pandemic, economic crisis and racial justice efforts created widespread need, Giving Foundation USA found.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 02, 2021
Wealthy Investors Seek Purpose-Driven Investments After PandemicA new survey by UBS finds 9 in 10 investors want to align their investments with their values.