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.
College Endowments Hit Record Values, and Maybe Ire of Lawmakers
By Janet LorinThe schools' opposition to a new tax on the fattest endowments doesn't come at an ideal time.
September 27, 2018
Planning Your Life's Next ChapterAdvisor Peggy Cabaniss is finding fulfillment and meaning in retirement. So can you.
September 25, 2018
Soon Do-Gooders at Vanguard Charitable Can Do BetterVanguard Charitable will offer three new ESG-oriented ETFs for donor-advised fund investors in October.
September 24, 2018
New Tax Bill Offers Attractive Impact Investment OpportunityQualified Opportunity Zones provide a tax incentive to invest in low-income areas, but choose investments carefully.
September 24, 2018
Why Wealthy People Give to Charity During Life, but Not So Often at DeathBut wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute finds.
September 20, 2018
US Investors Not Worried ESG Will Hinder Returns: SchrodersA Schroders study finds that sustainable investing is on the rise, particularly among younger investors.
September 19, 2018
Entrepreneurs Are at the Forefront of Philanthropy: Fidelity CharitableMany business owners plan to donate some of the proceeds when they sell their firms, Fidelity Charitable finds.
September 14, 2018
Impact-Focused Firm i(x) Investments Adds Ex-Obama Official as PresidentThe firm, co-founded by Warren Buffett's grandson, deepens its bench of government-connected players as it grows its SRI portfolio.