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.
IRS Posts Charitable Lead Annuity Trust Letter Ruling
By Allison BellThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
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.
August 07, 2019
Don't Let Client Overload Slow Your GrowthWhen signs of being "maxed out" appear, advisors can take some helpful steps to boost their and their firms' success.
August 06, 2019
Financial Abuse in Marriage: What Advisors Can DoThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.
August 05, 2019
House Floats 'Flexible Giving Accounts' for EmployeesA new bill would allow employees to set aside pretax money to give to charity.
July 31, 2019
Donors Set Records at Schwab, Fidelity CharitableThe 2017 tax law has encouraged donors to "bunch" contributions to donor-advised funds, Schwab Charitable says.
July 30, 2019
Women's Funds Lure More Engaged DonorsDonors to women's funds give more to charity and support more organizations than general donors do, a study found.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.