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.
Global Impact Investments Show Healthy Growth: Study
By Michael S. FischerNinety-one percent of investors in an annual study said their investments had met their expectations for performance.
June 12, 2019
IRS Kills State Workarounds for SALT Deduction LimitThe regulation limits the deductibility of contributions to charitable funds designed to get around the $10,000 limit.
June 12, 2019
Tax Law Alters Advisor-Client Conversations About Charitable GivingHalf of advisors in a Fidelity Charitable poll said clients increased their giving overall.
June 10, 2019
Tax Overhaul Could Mean $19 Billion Less in Donations Each Year: StudyA study looked at ways to incentivize charitable giving by taxpayers who don't itemize deductions.
June 07, 2019
Talk About Impact Investing Can Reveal a Client's ValuesThere are many different avenues to take in impact investing, depending on what causes your client supports.
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.