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.
U.S. Philanthropy Becoming Increasingly ‘Top-Heavy’: Report
By Michael S. FischerGrowing inequity in giving poses risks for both charities and the public, according to the Institute for Policy Studies.
November 08, 2016
Investing in ESG, SRI or Impact Funds? Do You Know the Difference?Demand for investments that have a social dimension beyond profits is growing, but do advisors understand all the different labels?
November 02, 2016
Top 15 Charities for 2015 FundraisingPrivate support for Philanthropy 400 organizations increased by 7% over 2014.
November 01, 2016
Harvard Raises Record $1.2B, but Slow Returns Crimp BudgetFundraising total is second-largest ever in higher education; more restraint on spending will be called for, school says.
October 26, 2016
Where Wealthy Donors Give and What They Expect: U.S. Trust SurveyThe wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
October 25, 2016
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor UpgradesSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.
October 21, 2016
Eaton Vance to Buy SRI-Focused CalvertThe move could add over $12 billion in assets to the fund provider, putting it over the $350 billion mark.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.