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.
Advisors Giving Back: Raymond James Branch Manager Daniel Jones
By Janet LevauxHow one professional went from tragedy to newfound success in the business and beyond.
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.
September 15, 2017
13 Top-of-Mind Trends for Investment ManagersThese are the forces that will shape the industry over the next three years, according to the CFA Institute.
September 14, 2017
Raymond James Nearly Back to ‘Normal’ After IrmaThe Florida-based firm, which shifted resources out of the area due to Hurricane Irma, pledges to support associates affected by the storm.
September 14, 2017
FPA Honors 4 Financial Planners for Giving Back to the Profession and PublicThe winners of FPA's 2017 Heart of Financial Planning Award demonstrate a strong commitment to building the financial planning profession.
September 14, 2017
Giving by Chinese and Chinese-Americans SurgesEducation is the primary cause supported by donors in the U.S. and China, according to the Global Chinese Philanthropy Initiative.
September 11, 2017
Third of UBS Assets Are in Sustainable or Impact InvestmentsIts quite clear this is no longer a niche anymore, said Group CEO Sergio Ermotti.
September 11, 2017
These ETFs Give Profits to CharityTheir creators say the charitable contributions come from their own revenues, not from investors earnings.