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.
Betterment Adds Charitable Giving Feature in Time for Year-End Tax Moves
By Bernice NapachBetterment Charitable Giving will launch Nov. 28 and is available for all its retail investors and advisors using its advisory platform.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.
November 10, 2017
More Entrepreneurs Focused on Impact Through Their Business, InvestmentsFour in 10 entrepreneurs consider positive impact core to assessing business performance, BNP Paribas found.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 08, 2017
Changes in Washington Are Fueling a Charitable Giving BoostNearly half of experienced donors said they were increasing their giving this year while only 7% are cutting back, a survey finds.
November 06, 2017
Global Investors Flock to ESGSchroders ranks 30 countries on their adoption of sustainable behaviors and investing.
November 01, 2017
7 Steps to Crafting a Philanthropic Mission Your Clients Will LoveYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
October 31, 2017
Donors and Charities Alike Gain From the Contribution of Appreciated SecuritiesSelling appreciated securities can mean higher taxesunless clients give to charity.