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.
6 Top Tips for Selling Taxable Assets: Christine Benz
By John ManganaroIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.
September 20, 2022
Donors Plan to Give More Amid Recession Worries: Fidelity CharitableConcern for their communities and nonprofits is driving DAF account holders to consider stepping up donations.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 16, 2022
Vanguard Launching Environmental Stock FundThe fund should start trading in the fourth quarter with an expense ratio of 0.75% for Investor Shares and 0.60% for Admiral Shares.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.