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.
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to Date
By Bernice NapachThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.
March 14, 2018
Senate Backs Bill Relaxing Dodd-Frank RulesCrapo legislation amends Dodd-Frank, gives Wall Street little; focus shifts to House, where Hensarling seeks bigger changes.
March 08, 2018
2018 Will Be 'Unusual' Year for Philanthropy: ReportThe combined effects of a strong economy and the new tax laws on giving this year are hard to predict, the Lilly Family School of Philanthropy says.
February 16, 2018
When Does a Financial Planner Need to Register as an Investment Adviser?Some financial planners should unquestionably be registered as investment advisers, and others not necessarily so.
February 15, 2018
Fidelity Charitable Granted $4.5 Billion in 2017Cryptocurrency donations from the door-advised fund giant surged 10-fold to $69 million last year.
February 02, 2018
Why Rich Women Support Women’s and Girls’ CausesNew research finds wealthy female donors are strategic and willing to take risks.
February 01, 2018
CFPs Cry Foul Over Proposed 7-Step Planning ProcessThe changes reflect the modern delivery of financial planning, the Board says, but some prominent planners are skeptical.