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.
Top 10 Charitable Gifts in 2017
By Michael S. FischerThe top gift on this list is bigger than last year's top 10 donations combined, The Chronicle of Philanthropy reports.
January 11, 2018
4 Strategies for Responsible Exits From Impact InvestmentsInvestors take steps to responsibly exit their investments throughout the investment lifecycle
January 08, 2018
Focus Financial Partner Builds $7.5B TeamThe Colony Group combines with Bridgewater Wealth and Blue Water Advisors.
January 04, 2018
Wall Street Aims to Thwart a Hacking Nightmare for 401(k)sU.S. financial firms plan to expand a secretive project protecting bank accounts against crippling cyberattacks.
December 29, 2017
Donor-Advised Funds Were 2017’s Philanthropy StarThe number of DAF accounts at Vanguard Charitable jumped 45% in 2017, but the vehicle still has its critics.
December 28, 2017
This Forecasting Season, Channel Your Inner GrinchNo one can predict the future, so help your clients ignore all the noise, noise, noise, noise.
December 20, 2017
4 Last-Minute Tax Strategies for Clients in High-Tax StatesSome key deductions are going away next year, but there's still time for your clients to act.
December 18, 2017
Women Drive Philanthropy in the USResearch shows womens donations outpaced mens on Giving Tuesday 2016.