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.
2019 BDs of the Year on Amazon's Impact
By Janet Levaux | Ginger Szala"You can't ignore [[today's] technology advancements ... . You've got to embrace them, ... innovate and stay current," says David Stringer.
August 22, 2019
Ariel's New Co-Chief Is Taking the Firm (Patiently) to the Next LevelHobson tells ThinkAdvisor about how she's motivated by her financially insecure childhood.
August 21, 2019
15 Questions to Ask Clients About Their Charitable GivingHave this conversation now, before the peak giving season comes at year-end.
August 20, 2019
How Different US Cities Give Differently: Fidelity CharitableThe donor-advised fund sponsor finds that the most popular charitable causes tend to vary from city to city.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 16, 2019
Foundation Returns in 2018 Were Lowest in a Decade: ReportThey lost 3.5% on average, the study found.
August 15, 2019
Ladenburg Thalmann Buys Stake in Impact Investing Robo-AdvisorThe firm has invested in robo-advisor startup Newday Financial Technologies.
August 09, 2019
Cetera Raises $210K for YouthOther Caring Cetera donations have supported Girls Inc., as well as the SIFMA stock market games in Los Angeles.