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.
Tom James: Master of the Art of Collecting
By Janet LevauxSome people like to stay busy, even in retirement. The Raymond James executive chairman is building an art museum with 500 works from his collection.
September 07, 2016
10 National Charities Called ‘Transparency Dodgers’ by BBBBetter Business Bureau charity evaluator names charities that have declined to provide detailed information on their finances.
August 26, 2016
Foundations Adjusting to Lower Returns, for NowPrivate and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
August 23, 2016
Vanguard, Fidelity Charitable Name New ExecsVanguard Charitable has a new CFO, and Fidelity Charitable recently named a new president.
August 22, 2016
The Fidelity Guide to Attracting and Retaining More MillionairesIf the 2016 Fidelity Millionaire Outlook Study is right, advisors may not understand millionaires as well as they think they do.
August 22, 2016
Impact Investing Metrics Help Firms Improve Bottom Line, ValuationsInvestor tracking of metrics like customer satisfaction and environmental impact can help a business function better, GIIN finds.
August 10, 2016
Junior Achievement's Financial Literacy ApproachAs CEO of Junior Achievement, Jack Kosakowski helps empower families to have the sometimes awkward but important conversations about money management.
August 02, 2016
College Endowments Seen Posting Worst Returns Since 2009Funds with more than $500 million lost 0.73%, Wilshire says; universities set to report fiscal 2016 returns in the fall.