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.
CFP Board Offers Tax Tips for Charitable Contributions
By Marlene SatterJill Schlesinger offers tips for donors who want to reap benefits beyond the pride of their good deed.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 12, 2018
10 Key Alpha Drivers in Impact Investing: StudySocial responsible investing includes unique drivers that gives it more impact to its focus.
December 12, 2018
Donations Surge When 'Everybody's Doing It': StudyResearchers looked to social psychology to understand how and why people give, looking at women's issues in particular.
December 10, 2018
RBC Adds Responsible Investing Leaders, Financial Abuse Prevention UnitThe firm has also signed on to SIFMA's Senior Investor Protection Toolkit initiative.
December 10, 2018
Performance Penalty for Responsible Investing is 'Unequivocally' a Myth: MercerAlex Bernhardt, who leads Mercer's Responsible Investment team, explains why investors should let this fear go.
December 07, 2018
Donors Want Level Playing Field for Private Foundations, Donor-Advised FundsMany donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.