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.
Conservation Easements: What to Know About a Controversial Tax Break
By Robert Bloink | William H. ByrnesConservation easements can be a used to reduce a landowner's tax liability, but the deduction's use has faced IRS scrutiny.
August 05, 2020
Carson Group to Give $500K for Next-Gen Black CFPsThe RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.
August 03, 2020
Schwab Creates Program to Boost Employee Giving: Coronavirus Aid RoundupWells Fargo, Prudential and Comerica are among other companies offering COVID-19 relief.
July 27, 2020
NBA Star Kyrie Irving to Give Cash to WNBA Players Sitting Out Due to PandemicCollaborating with UBS, the NBA star's plan is to offer monetary assistance and financial literacy to WNBA players.
July 24, 2020
Should Clients Donate Now or Later?There are several valid reasons for either choice, and for many clients, the answer is both.
July 21, 2020
Schwab Charitable Donors Granted 33% More Money This YearFrom January through June, grants rose 46% from a year earlier.
July 20, 2020
Invest in Others Awards Finalists AnnouncedAwards will be presented digitally, one a day, from Sept. 21 to 25.
July 15, 2020
5 Ways Advisors Can Be More Persuasive"Godfather of Influence" Robert Cialdini tells ThinkAdvisor how to make clients and prospects more receptive, even over Zoom.