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.
Philanthropies Doubled Their Disaster-Related Funding in 2017
By Michael S. FischerU.S. organizations shelled out $500 million for the costliest year for natural disasters on record.
October 30, 2019
The Fundamental Rule of Content Marketing That Most Advisors OverlookYou know how important financial planning is. How can you convey that passion to clients?
October 30, 2019
Why Clients Decide to Donate Publicly or AnonymouslyThere are good reasons for either, and the choice should not be made lightly.
October 23, 2019
How US Family Foundation Philanthropy Is EvolvingA study finds the new generation making its mark in funding priorities and grant-making practices.
October 17, 2019
Schwab Charitable, RIAs Give Advisors Some Philanthropy AdviceThey discussed how advisors can improve their charity and socially responsible investing services.
October 17, 2019
TD Ameritrade's Skip Schweiss Named 2020 FPA President-ElectFPA also elected new board members and FPA NexGen leaders.
October 14, 2019
Sustainable Investing Has Hit Tipping Point: Morgan StanleyA new study finds 95% of affluent millennials are interested, and they want products to match their values.
September 19, 2019
When Families Don't Talk About PhilanthropyAn advisor poll finds most families leave the next generation in the dark about charitable giving.