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.
Breaking Down Treasury's Fintech Report
By Melanie WaddellThis week in Human Capital: The Treasury's fintech report doesn't have much about consumer protection, said Nick Bourke of The Pew Charitable Trusts.
August 01, 2018
Women and Men Give Differently in RetirementMost retiree households maintain their giving even as other spending decreases.
July 19, 2018
On Philanthropy, Here's What Clients Want (and Don't Get) From AdvisorsA U.S. Trust survey found a disconnect between advisors and clients on how to address charitable giving.
July 18, 2018
Private Foundations Enjoyed Growth Surge in 2017The bull market was a big driver, but it wasn't the only one, Foundation Source reports.
July 13, 2018
Fewer Americans Donating to CharityA Chronicle of Philanthropy study finds drop-offs across several demographics.
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.