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.
How to Ditch 'Trash' Thinking, Build Mental Toughness and Boost Productivity
By Jane Wollman RusoffJason Selk, who trained the St. Louis Cardinals in mental toughness, tells ThinkAdvisor his strategy can boost productivity by 30%.
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.
November 25, 2020
Best Charities for 13 Different CausesWhat's the top hunger charity? And the best environmental charity? Wallethub ranked the top nonprofits supporting a variety of philanthropic programs.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 24, 2020
Quiz: What Do You Know About Charitable Giving and Taxes?To help clients in their end-of-year planning, advisors need to know how to leverage giving in 2020.
November 19, 2020
4 Strategies for Effective End-of-Year PhilanthropyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.
November 18, 2020
6 Financial Planning Tips to Close Out the Year of COVIDSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.