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.
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-End
By Robert Bloink | William H. ByrnesThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
November 25, 2019
Cybersecurity a Bore? Not When You Get HackedFraudsters now use "social engineering" to tailor attacks. Make sure you and your clients are educated on what to look for.
November 21, 2019
Upper-Income Investors Say Charitable Giving Is a Top Priority: Wells FargoA Wells Fargo/Gallup poll finds the current political climate is a big motivator for giving.
November 21, 2019
How Storytelling Bolsters Financial Plans & Client RelationshipsPeople are 22 times more likely to remember facts if they are delivered within a story, a cognitive psychologist found.
November 20, 2019
The 7 Deadly Sins for Advisors Joining a NonprofitNonprofits can be great places to meet prospects, but if you join for the wrong reasons, you will be sniffed out — quickly.
November 19, 2019
How Male and Female Business Owners Differ in Charitable GivingThe entrepreneurial mindset in both genders carries over to their giving strategies, Fidelity Charitable reports.
November 15, 2019
Foundations Want Information About Impact InvestingFinancial advisors to foundations are not initiating the conversation, a survey found.
November 14, 2019
Donor-Advised Fund Grantmaking Surged 19% in Fiscal 2018: NPTA National Philanthropic Trust report shows the effects of tax reform on the DAF sector.