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.
On Philanthropy, Here's What Clients Want (and Don't Get) From Advisors
By Michael S. FischerA U.S. Trust survey found a disconnect between advisors and clients on how to address charitable giving.
July 12, 2018
The 4 Types of Client Objections and How to Meet Them Head-OnWant to get from "no" to "yes?" Let the prospect talk, Jeb Blount tells ThinkAdvisor.
June 27, 2018
Can Governance Impact Investing Make a Difference?The G in ESG investing often gets the short shrift in coverage, but actually has made an impact for decades.
June 26, 2018
'Tax Reform 2.0' Coming After July 4 Break: BradyA package of bills is expected to address charitable contributions and retirement savings measures.
June 20, 2018
Charities to Lose Billions in Donations Due to New Tax Law: AEIBut there are ways to offset the loss, the AEI report notes.
June 20, 2018
Fiduciary Trust Lowers Donor-Advised Fund MinimumThe firm hopes to attract more clients at a time when donors are looking to "bunch" donations for tax reasons.
June 19, 2018
Fidelity Charitable Offers Impact Investing Education for AdvisorsAdvisors can earn CE credits through the program.
June 12, 2018
Fidelity Charitable Adds New Impact Investing OptionsImpact investments among Fidelity donor-advised fund holders have more than doubled in the past year, the firm says.