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.
LPL Provides $1M in Financial Support: Coronavirus Aid Roundup
By Jeff BermanCaptrust, Comerica, U.S. Bancorp and Bank of America are among other companies offering COVID-19 relief.
May 05, 2020
3 Ways Advisors Can Help Those in Need From COVID-19On Giving Tuesday Now, May 5, and afterwards, those in financial services can make a difference in their local communities.
May 04, 2020
Funds, Charities Call for COVID-19 Aid on 'Giving Tuesday Now'Donor-advised funds are calling for more donations on May 5.
April 30, 2020
COVID-19: A Wake-Up Call for Advisors on Climate-Related InvestingThe pandemic may have been the catalyst sustainable investing needed to go mainstream.
April 27, 2020
Wirehouses, IBDs Share Updates on Comp Policies, Services & Exec HiresWall Street and Main Street broker-dealers are moving in different directions in response to the coronavirus pandemic and their own strategic plans.
April 24, 2020
Raymond James' Tash Elwyn Is Cooking His Way Through Lockdown, for CharityThe executive tells ThinkAdvisor how his family baked 44 pizzas and smoked 99 pounds of pork to benefit a free clinic.
April 22, 2020
How to Select or Evaluate a Donor-Advised Fund Sponsor TodayThe number of DAF sponsors has ballooned. To pick one that can withstand challenging times, some extra due diligence is in order.
April 21, 2020
Broadridge Introduces COVID-19 Relief Efforts: Coronavirus Aid RoundupWells Fargo, Citi and BNB Bank are among other companies offering COVID-19 relief.