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.
Donor-Advised Funds' Surge May Have Cost Charities $300B Over 5 Years: Study
By Michael S. FischerIndividual giving has shifted substantially toward donations to DAFs and private foundations.
May 18, 2021
Wealthy Americans Boosted Giving to Local Causes in 2020: StudyA recent poll reveals three distinct shifts in giving behavior related to the pandemic.
May 17, 2021
Millennials Are Buying, Investing Based on 'Social Good': FidelityNearly half of poll respondents have bought products that provide a social benefit; 20% have invested in socially responsible businesses or funds.
May 04, 2021
5 Ways to Use a Tax Return as a Financial Planning ToolA new client's 2020 tax return can be a jumping-off point to understanding their financial situation.
April 28, 2021
Why Younger Clients Are Establishing Donor-Advised FundsIncreasingly, donors establish DAFs while they are still working.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 01, 2021
Fidelity Charitable Wins Lawsuit Over Stock DonationA couple, both hedge fund managers, charged that false promises were made to induce them to contribute stock to a donor-advised fund.
February 19, 2021
College Endowment Returns Plummet: StudySeven in 10 schools increased spending from the endowments, NACUBO–TIAA found.