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.
How Financial Advisors Are Adapting to Impact Investing: Study
By Bernice NapachFidelity Charitable surveyed financial advisors about their attitudes about impact investing.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
August 27, 2019
2019 BDs of the Year on Amazon's Impact"You can't ignore [[today's] technology advancements ... . You've got to embrace them, ... innovate and stay current," says David Stringer.
August 23, 2019
Advised DIY Clients' Balances Way Ahead of Non-Advised Clients': StudySchwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
August 22, 2019
Dawn Bennett Appeals 20-Year Prison SentenceBennett was sentenced in July for defrauding retirees out of $20 million.
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.