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.
Millennials’ Charity Strongly Influenced by Co-Workers
By Michael S. FischerMillennial employees were 46% likelier to make a donation if a co-worker encouraged them to do so, a study found.
June 22, 2015
Why financial literacy is more important than a universal fiduciary standardIf the public already believes all advisors operate under a fiduciary standard, does regulators making it so even matter?
June 22, 2015
Why financial literacy is more important than a universal fiduciary standardIf the public already believes all advisors operate under a fiduciary standard, does regulators making it so even matter?
June 17, 2015
Charitable Giving Set Record in 2014, Growing 7.1%Americans donated an estimated $358 billion to charity in 2014, edging past the 2007 record of $355 billion, Giving USA reported.
June 15, 2015
Case studies in freakish behavior at MDRT’s 2015 annual meetingAll professionals could do better by finding the data that reflects how people respond to incentives.
June 15, 2015
The 401(k) Loan: Friend or Foe for Clients?Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
June 15, 2015
10 More Wealthy Donors Take the Giving PledgeThe global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.
June 11, 2015
Fidelity Charitable Reports on Donors’ Use of DAFsFidelity Charitable is now the second-largest grant maker in the U.S., behind the Bill & Melinda Gates Foundation.