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.
Fidelity Charitable Donor-Advised Fund Grants Surge in First Half
By Michael S. FischerPlanned Parenthood, the ACLU and the Natural Resources Defense Council saw big rises in donations, Fidelity Charitable reported.
June 21, 2017
Socially Responsible Investing Starts With the Bottom LineAs mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
June 20, 2017
Individual Donors Drove Record Charitable Giving in 2016Corporate and foundation giving rose last year, while estate gifts plummeted, according to the annual Giving USA report.
June 13, 2017
Morgan Stanley Gives Reps the OK to Text ClientsThe wirehouse rolls out a compliant text messaging program with Twilio and launches a sustainable investing course.
June 13, 2017
How Wealthy Millennials Are Changing Investing, Giving and WorkImpact investing gains increasing traction, especially among male investors, U.S. Trust finds.
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.