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.
Financial Services Explained, Pt. 1: The Cost of Everything
By Bob ClarkIn the first of a series, we look at how advisors young and old can benefit from understanding how the industry works for your clients.
October 10, 2016
The Rich Are Also Different From One AnotherFor one thing, theyre much less likely to have inherited their wealth than their counterparts in many supposedly more egalitarian countries.
October 07, 2016
Millennials Lead Shift in How Donors Think About GivingAmerican donors are changing their approach to charitable giving and their views on how to solve a wide range of global challenges.
September 29, 2016
Cornell Endowment Posts 3.3% Loss, Worst Among Ivies So FarHarvard, Dartmouth and Penn also posted losses for the latest fiscal year but they were 2% or less. Yales endowment gained 3.4%.
September 28, 2016
Schwab DAF Clients Gave $1.2 Billion to 56,000 Charities in FY2016For the second consecutive year, Schwab Charitable distributed over $1 billion in charitable grants on behalf of its DAF account holders.
September 28, 2016
Does Client Philanthropy Pose a Conflict for AUM Advisors?If your client reduces his assets under management through charitable giving or other means, does that make the flat-fee approach better for advisors?
September 27, 2016
Indie Advisors, Firms Create $48B in Economic Output: FSI StudyThe advisors and their work also generate some 482,000 jobs, according to the Financial Services Institute.
September 27, 2016
Vanguard’s New Model for Retirement Spending in Low-Yield MarketVanguard has developed a goals-based approach to retirement spending with a low-return environment in mind.