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.
Donations Surge When 'Everybody's Doing It': Study
By Michael S. FischerResearchers looked to social psychology to understand how and why people give, looking at women's issues in particular.
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.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 04, 2018
Trust Matters When Investing in CompaniesA special report from the Edelman Trust Barometer found 67% of global institutional investors stated trust was key to investment choices, and that meant good governance.
December 03, 2018
How Ivy League Endowment Performance Stacked UpFor the first time in the 20 years of available data, a 60–40 portfolio outpaced all Ivies in terms of 10-year performance, Markov Processes International reported.
November 30, 2018
How Advisors Can Lure Wealthy Prospects Away From RivalsBeing a "dangerous competitor" doesn't mean being nasty or cutthroat, Anthony Iannarino tells ThinkAdvisor.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.