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.
Investing Platform Motif to Shut Down
By Janet LevauxThe firm, led by Hardeep Walia, says client accounts will be moved to Folio Investing.
April 08, 2020
Fidelity Charitable Challenges Its Donors to Give MoreThe DAF wants donors to double their grants in a month in response to the COVID-19 pandemic.
April 08, 2020
Transamerica Introduces CARES Act Customer Support: Coronavirus Aid RoundupGoldman Sachs, First Command and Salesforce are among other companies offering COVID-19 financial relief.
April 08, 2020
4 Ways the Stimulus Helps Donors and CharitiesA big one: Taxpayers who don't itemize can now take an above-the-line deduction for charitable donations.
April 07, 2020
Tyrone Ross: How Advisors Can Transform From 'Takers' to 'Givers'The advice industry will become the world's "most beloved" if advisors can do that, the popular speaker and ex-Merrill broker tells ThinkAdvisor.
April 02, 2020
Advicent's Financial Planning Client Portal Is Now FreeCEO Angela Pecoraro says the firm wants to help advisors serve clients and manage their businesses during the pandemic.
March 26, 2020
Deadline Extended for Invest in Others Award NominationsInvest in Others, a charitable organization, will give awards of $10,000 to $50,000 to community-focused advisors.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.