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.
U.S. Charitable Giving Projected to Grow in 2020 and 2021
By Michael S. FischerA report from the Lilly School of Philanthropy recommends a "stress test" to gauge recession preparedness.
February 24, 2020
Five Trends Reshaping the Advice BusinessTo protect your practice, it's worth taking a serious look at the impact of millennial investors and other marketplace shifts.
February 14, 2020
The Perils of Not Discussing Charitable Planning With ClientsWhat could go wrong if you fail to have this important conversation? Quite a bit.
February 14, 2020
National Philanthropic Trust Grants Surged by 62% in 2019The firm's donor-advised fund account holders recommended $1.7 billion in grants.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
Fidelity Charitable Donors Gave a Record $7.3 Billion in 2019It was the second consecutive record-breaking year for distributions from the donor-advised fund.
February 10, 2020
UBS Revamps iPhone App With Client, Advisor FeedbackThe new app was designed to provide clients with fuller picture of their total wealth.
February 06, 2020
Newday Impact-Investing Robo Adds Strategies Through New PartnershipsFour concentrated portfolios have been added — three equity strategies and one REIT strategy.