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.
Top 3 Trends in Charitable Giving and Why They Matter
By Crystal ThompkinsThe effects of COVID-19 and racial and social inequity have led to heightened awareness, as clients look to make a lasting impact.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 06, 2020
12 Best Cities for Financial Advisors to Start a CareerAdvisors in these cities make high average salaries and have lots of potential clients, according to SmartAsset.
September 30, 2020
Fidelity Charitable Ends DAF Account MinimumsThe change makes donor-advised fund accounts more accessible to the average household.
September 30, 2020
Invest in Others Foundation Names 5 Advisor Award WinnersEach winner's favorite nonprofit organization receives a monetary donation.
September 25, 2020
Envestnet, Wells Fargo Clinch Data Sharing DealEnvestnet | Yodlee previously signed data sharing deals with Charles Schwab, Citi and JPMorgan Chase.
September 24, 2020
No Donor Slowdown in 2019 as Gifts, Amounts SpikeCharitable gift annuities performed particularly well, a BNY Mellon study shows.
September 23, 2020
CFP Board Is Now Enforcing New Code of Ethics and Standards of ConductAdvisors will have to toe the line with new rules that put into place fiduciary and best interest requirements.