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.
Tax Law Alters Advisor-Client Conversations About Charitable Giving
By Michael S. FischerHalf of advisors in a Fidelity Charitable poll said clients increased their giving overall.
May 30, 2019
Millennial Entrepreneurs Are Leaders in Charitable Giving and VolunteerismBusiness owners of all ages tend to be generous with their time and money, Fidelity Charitable reports.
May 23, 2019
How Women's Foundations Use Their MoneyMost of it goes to local nonprofits, research finds.
May 20, 2019
David Bach Has Some Advice for AdvisorsThe bestselling author talks to ThinkAdvisor about "The Latte Factor" and his RIA-focused business.
May 16, 2019
Self-Directed 401(k) Investors Fare Better With Advice: SchwabThey also engage in nearly twice as many trades, according to new data.
May 06, 2019
Charitable Gifts From IRAs Shot Up by 74% in 2018A new report says demographics and tax law changes are driving the increase.
May 02, 2019
The 1 Key to Creating Killer Client ExperienceFor successful financial advisors, it all begins with an understanding of what your clients need from you.
May 01, 2019
Endowments and Foundations Are Worried About a Global SlowdownRespondents expressed less concern about geopolitical uncertainty and global inflation, and none about interest rates.