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.
Changes in Washington Are Fueling a Charitable Giving Boost
By Michael S. FischerNearly half of experienced donors said they were increasing their giving this year while only 7% are cutting back, a survey finds.
October 31, 2017
Donors and Charities Alike Gain From the Contribution of Appreciated SecuritiesSelling appreciated securities can mean higher taxesunless clients give to charity.
October 24, 2017
The Right Time to Rebalance — and Give to CharityDonating to charity can absorb the tax blow from rebalancing a taxable account, and now is a great time to do it.
October 18, 2017
GAO: Overhaul Entire US Retirement SystemMany Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.
October 18, 2017
Charitable Giving Bolsters Life Satisfaction, New Report FindsA new study released by the Womens Philanthropy Institute finds that people who give to charitable causes are happier than those who do not.
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.