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.
National Philanthropic Trust Offers Donors New Impact Investment Options
By Michael S. FischerDonors can create a "double bottom line by investing their DAF assets to generate a social and financial return," NPT says.
August 11, 2017
Advicent Integrates With EnvestnetAdvicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnets wealth management platform.
August 08, 2017
Why Advisors Should Guide Clients on Philanthropy, Impact InvestingAdvising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
August 04, 2017
20 Biggest Foundations Governed by ‘Coastal Elite’The leaders of big foundations tend to be far removed from the lives and struggles of average Americans, the Chronicle of Philanthropy reports.
July 27, 2017
Trump's Pick for Bank Watchdog Ripped for Pre-Crisis PerformanceRandal Quarles, a former Treasury undersecretary and private equity firm partner, would be the Fed's first-ever vice chair for supervision.
July 27, 2017
Betterment Users Can Now Contact CFPs via AppThe in-app messaging tool will allow users to ask questions securely of Betterment financial experts at any time.
July 25, 2017
Foundations’ Investment Returns Rebounded in Fiscal 2016Foundation fiduciaries are moderating their long-term return expectations.
July 20, 2017
Five Best Practices for Charitable GivingVanguard Charitable has gathered five best practices to guide your clients through the development of their charitable plan.