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.
Charitable Giving by Taxpayers Who Don't Itemize Plunges
By Michael S. FischerTaxpayers who itemize are twice as likely to donate as non-itemizers, United Way finds.
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.
February 27, 2019
Online Charitable Giving Set a Record in 2018Giving is in its longest sustained period of growth since the recession, Blackbaud reports.
February 26, 2019
Why Griffin Black Head Jane Beule Puts People FirstThe leader of RIA firm Griffin Black is a financial analyst and Harvard MBA who's conversant in tech and knows what's most important.
February 25, 2019
Who the Wealthiest Charity Donors Supported in 2018A Chronicle of Philanthropy report says artificial intelligence is a hot area for donations by the ultra-rich.
February 20, 2019
The 3 Stages of Widowhood, and How Advisors Can HelpKathleen Rehl tells ThinkAdvisor how to help widows move forward financially and not to get fired by them.
February 19, 2019
Cetera CEO Moore Stepping DownThe news comes about two and a half years after he was tapped to lead the IBD firm, which private-equity group Genstar Capital recently bought.
February 15, 2019
Record Grant-Making at Fidelity Charitable, National Philanthropic TrustLast year, Fidelity Charitable made some 1.3 million donor-recommended grants, totaling more than $5.2 billion.