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.
New Fidelity Program Adds Philanthropy to Employee Benefit Platforms
By Michael S. FischerThe program will make it easier for employees to actively engage in giving, Fidelity says.
March 18, 2019
Democrat Wants to End Tax Deductions for Some College DonationsSen. Ron Wyden says the federal government should stop perpetuating "corrupt" admissions practices.
March 15, 2019
New Tax Rule Leaves Many Donors Up in the AirUncertainty was more pervasive among smaller donors, a fundraising firm reported.
March 13, 2019
Responding to 'I Already Have an Advisor'What if they're unhappy or want to switch advisors down the road?
March 08, 2019
Charitable Giving by Taxpayers Who Don't Itemize PlungesTaxpayers who itemize are twice as likely to donate as non-itemizers, United Way finds.
March 07, 2019
Calling All Charitable Advisors: Nominations Open for Invest in Others AwardThe winning advisors are awarded $40,000 to $50,000 for their selected charity.
March 06, 2019
John Hancock Startup Opens Impact Investing to the MassesThe startup, called Coin, offers online investing in eight impact areas with an account minimum of $50.
March 01, 2019
How Clients Can Cut or Avoid RMDs: KiplingerThese strategies can help keep retired clients from having to withdraw money they don't need.