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.
Why Wealthy People Give to Charity During Life, but Not So Often at Death
By Michael S. FischerBut wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute 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.
September 12, 2018
Morgan Stanley Exceeds 5-Year Impact Investing Asset GoalThe firm's Investing with Impact Platform has more than $25 billion in client assets under management.
August 28, 2018
John Rogers: Bridging the Wealth GapAriel's John Rogers funds a program to find an 'African-American George Soros or Henry Kravitz.'
August 17, 2018
U.S. Foundations' Overseas Giving Rises by 29%: ReportCouncil on Foundations and Foundation Center analysis covers the period from 2011 to 2015.
August 13, 2018
3 Things Employers Should Know About Financial Wellness ServicesThe author talks about how new employers are trying to communicate the idea that they care.
August 13, 2018
Foundations' Investment Returns Rose to 4-Year High in 2017Many community foundations benefited from last year's strong economy and stock market performance.
August 09, 2018
Do's and Don'ts for Getting Clients to Follow Your AdviceAvoiding some common mistakes can help make advice "stick," leading to happier clients, psychologist Moira Somers tells ThinkAdvisor.