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.
Charity Donors Prefer to Give Online
By Michael S. FischerSocial media is a big motivator to give, especially for younger donors, a study of NGOs and donors finds.
April 29, 2016
House Votes to Block DOL Fiduciary RuleHouse Speaker Paul Ryan applauds resolution's passage, stating that "bureaucrats in Washington, D.C., have no business getting between you and your financial planner."
April 27, 2016
American Century’s Unusual Model for Impact InvestingIn the last 16 years, mutual fund company American Century Investments has distributed $1.2 billion of its profits to fund biomedical research.
April 25, 2016
IRS OKs Program-Related Investments for FoundationsThe Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
April 14, 2016
Few Charity Donors Look Beyond Cash Gifts: Fidelity CharitableAdvisors can add value by educating their clients about tax-advantaged ways to give.
April 11, 2016
Bipartisan Charity Bill Would Make DAFs Eligible for RolloversBipartisan legislation from Sens. Wyden and Thune has tax-related provisions for donor-advised funds, foundations and nonprofits.
April 11, 2016
The Psychology of Sustainable Investing (and Why You Should Care)Hint: Its not very different from other types of investing, but avoiding clients' multiple reasons to invest for sustainability isn't a formula for success.
April 08, 2016
Smaller Private Foundations’ Giving Climbed 24.5% in 2015Ninety-eight percent of U.S. private foundations are "small," with less than $50 million in assets, Foundation Source says.