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.
Retirees to Add $8 Trillion to Economy Through Charity: Report
By Danielle AndrusAdvisors who want to serve all of a clients needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
October 12, 2015
U.S. Nonprofits Lost 3% of Donors in 2014While overall donations increased, charities lost more donors than they recruited, the Fundraising Effectiveness Project found.
October 09, 2015
Morgan Stanley Introduces Catholic-Focused Investing ProgramThe program can assist investors who want to invest in firms that support affordable housing, high environmental standards and other constructive policies.
October 08, 2015
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their FamiliesThe Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
October 08, 2015
Schwab Donor-Advised Fund Clients Gave $1 Billion to Charity in FY2015Clients supported 42,000 charities, Schwab Charitable reported.
October 07, 2015
Impact Investing Returns as Good as S&P 500: WhartonMust impact fund managers sacrifice their funds missions to maximize returns? Thats the question a new paper from the Wharton School seeks to answer.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 24, 2015
Can Wall Street Cure Cancer?MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.