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.
Charities to Lose Billions in Donations Due to New Tax Law: AEI
By Bernice NapachBut there are ways to offset the loss, the AEI report notes.
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.
June 06, 2018
Impact Investing Takes Flight With Big InvestorsA survey of large funds found impact investing meets performance goals and will continue to grow.
May 30, 2018
Could Impact Investing Replace Charitable Giving?Men are more likely than women to replace charitable giving with impact investing, the Women's Philanthropy Institute reports.
May 29, 2018
Female Billionaires Are on the RiseAnd those women are creating more of their own wealth, according to the Wealth-X billionaire census.
May 29, 2018
The Best Impact Investments Are Not What They SeemMany obvious choices have unintended consequences, while the true gems take diligence to find.
May 16, 2018
How to Meet Client Demand for Impact InvestingAdvisors have an important role to play in translating a client's preference for impact into practical strategies.
May 15, 2018
The 10/10/80 Budget for PhilanthropyOne great way to win customer loyalty is to help customers help others.