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.
Individual Donors Drove Record Charitable Giving in 2016
By Michael S. FischerCorporate and foundation giving rose last year, while estate gifts plummeted, according to the annual Giving USA report.
June 12, 2017
The Emergence of Impact DebtA new kind of impact investment could encourage the risk-averse capital thats been sitting on the sidelines to finally get in the game.
June 08, 2017
Will DOL Fiduciary Rule Be Watered Down?The possibility of weakening the rule worries Betterment CEO Jon Stein.
June 01, 2017
Impact Investing’s ‘Moment of Truth’ as Trump Exits Paris AccordThe head of a fossil-fuel-free mutual fund says Trump's withdrawal gives investors and companies the responsibility of reducing emissions.
May 30, 2017
Folio Investing Acquires 200,000 Brokerage Accounts From Online BDFolio converted the former Loyal3 accounts to a new website called FolioFirst.
May 26, 2017
Millennial Donors ‘Bullish on Charities’Here's how millennials' giving stacks up against that of older generations, according to a survey.
May 17, 2017
Impact Investors Manage $114 Billion in Assets: GIIN Annual SurveyInvestors overwhelmingly report satisfaction with both financial performance and impact.
May 16, 2017
How Millennial Women Are Modernizing Philanthropy: Fidelity CharitableA new study highlights differences in mens and womens giving approaches.