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.
Tax-Cut Bill, Passed by House, Makes These Charity Tax Breaks Permanent
By Michael S. FischerThe $650 billion tax-cut measure the House overwhelmingly approved made several charitable tax incentives permanent.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 04, 2015
Junk Bond Issuance Soars Ahead of Expected Fed Rate HikeThe higher yields of junk bonds tend to offset some of the impact of falling prices when rates rise.
November 30, 2015
How Doing Good Can Help Advisors Do BetterGiving back can have a positive effect on personal satisfaction, resilience and productivity yours and your team members.
November 25, 2015
Donor-Advised Fund Juggernaut Continues to Dominate Charitable GivingHowever you measure their growth, donor-advised funds as charitable giving vehicles are on a roll.
November 24, 2015
Insurance industry keeps up charitable giving campaignsUpheaval may be forcing the donors to dig deeper.
November 24, 2015
Insurance industry keeps up charitable giving campaignsUpheaval may be forcing the donors to dig deeper.