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.
Donations Surged in First 4 Months of 2020: Fidelity Charitable
By Michael S. FischerIn particular, grants to free food programs rose more than sixfold, the donor-advised fund sponsor says.
June 18, 2020
Impact Investing: What Every Advisor Needs to Know in the COVID-19 EraFor financial advisors, impact investing is no longer just "nice to have."
June 12, 2020
Impact Investors Optimistic Amid Pandemic: SurveyNearly 90% of investors said their investments had met financial and impact expectations, GIIN reports.
June 09, 2020
Ameriprise Donates Additional $300K: Coronavirus Aid RoundupBank of America, Capital Bank and Pacific Valley Bank are among other companies offering COVID-19 relief.
June 04, 2020
Help Your Clients Boost Charitable Giving With Complex AssetsDonating assets like LLC interests or even artwork through a donor-advised fund can help maximize clients' giving strategies in a tax-efficient manner.
June 01, 2020
Morgan Stanley to Invest $10M in NY Loan Fund: Coronavirus Aid RoundupSchwab, Jefferies and Citi are among other companies offering COVID-19 relief.
May 19, 2020
Schwab Commits $500K Match to FFP's COVID-19 Fund: Coronavirus Aid RoundupWells Fargo, HSBC and Cetera are among other companies offering COVID-19 relief.
May 11, 2020
Half of Donors Say They'll Give More Carefully This Year: PollA poll examines how donors plan to adjust their charitable giving amid the pandemic.