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.
Critics Blast IRS Plan to Collect Donors’ Personal Data
By Michael S. FischerThe proposal would help substantiate donations for tax purposes, but nonprofits worry it could deter donors and risk identity theft.
December 30, 2015
Recent SEC Exams of RIAs Focusing on Client Retirement AccountsFollowing up on its promise to do so, the SEC's examiners are looking closely at RIAs' oversight of clients' 401(k) and IRA accounts.
December 29, 2015
20 Most & Least Charitable StatesWalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which states Grinches.
December 29, 2015
14 Tax Changes in PATH Bill End Uncertainty for Many PlannersLaw ends years of uncertainty on everything from charitable giving to small business incentives and puts off new taxes as well.
December 29, 2015
Chan Zuckerberg Philanthropy Reboot Will Build on Lessons LearnedLessons learned from Zuckerberg's flubbed Newark school reform effort will inform the couples new philanthropic venture, says Priscilla Chan.
December 28, 2015
When Good Business Allows You to Do GoodYounger investors and women want to make money and accomplish social, environmental or corporate governance change at the same time, now and not when theyre older.
December 28, 2015
The Growing Influence of Impact InvestingThe industry is catching on to investors' interest in and willingness to pay for products that align their investment goals and personal values.
December 23, 2015
NPT’s Heisman: Why Donor-Advised Funds Are SurgingNational Philanthropic Trust CEO and Wharton lecturer Eileen Heisman talks to ThinkAdvisor about DAFs' popularity and the Chan-Zuckerberg initiative.