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 Elyse Cherry Became an Impact Investing Pioneer
By Emily ZulzCherry helped found the BlueHub Loan Fund, a community development financial institution, long before that term was coined.
March 26, 2019
How a Teacher Became an Advisor and GuideJennifer Lazarus now accepts only clients committed to SRI investing, which is her passion.
March 25, 2019
New Fidelity Program Adds Philanthropy to Employee Benefit PlatformsThe program will make it easier for employees to actively engage in giving, Fidelity says.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 21, 2019
Charitable Giving Connects Women Across Race and EthnicityWomen's Philanthropy Institute examines race and giving through gender lens
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?