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.
The Right Time to Rebalance — and Give to Charity
By Tony OommenDonating to charity can absorb the tax blow from rebalancing a taxable account, and now is a great time to do it.
October 13, 2017
Historic Year for Giving, Says Schwab Charitable’s Kim LaughtonThis may be the biggest year in history for American philanthropy, Laughton said.
October 04, 2017
How 30 Metro Areas Differ in Their Charitable GivingFidelity Charitable find that donors' giving priorities vary greatly by where they live.
October 02, 2017
Proper PerspectivesWith the retreat of summer, students have headed back to class. Football season's returned, and hurricane season is peaking with disastrous consequences so far in Texas, Florida and beyond.
October 02, 2017
Advisors Giving Back: Raymond James Branch Manager Daniel JonesHow one professional went from tragedy to newfound success in the business and beyond.
October 02, 2017
Fifth of Millennials Call Themselves ActivistsA new study finds millennials worried about the countrys direction and examines their efforts to bring change.
September 22, 2017
Tax-Smart Strategies to Maximize Hurricane Donation DollarsThe IRS has taken action to make it easier for clients to donate without adverse tax consequences.
September 20, 2017
Vanguard Charitable Adds Tool to Help Donors Research NonprofitsVanguard Charitable has rolled out a search function to help donors vet organizations they may be interested in supporting.