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.
What Drove Americans to Increase Charitable Giving in 2022?
By Michael S. FischerReports from Schwab Charitable and Fidelity Charitable explore why clients are donating, how much and to whom.
June 17, 2022
Larry Swedroe: The Best Investments for the New Market RealityThe research-driven advisor tells ThinkAdvisor about his ideal portfolio, a favorite fund and how investors get ESG wrong.
June 10, 2022
The IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022In addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
May 31, 2022
The Virtue Bubble Is About to Burst. Good Riddance.Making financial decisions based on your values wasn't making the world a better place. It may have even been making it worse.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 23, 2022
10 Ways to Give to Charity When Money Is TightCharitably inclined clients who find themselves cash-poor have plenty of options besides writing a check.
May 20, 2022
9 New Findings on How Wealthy Clients Give to CharityAdvisors have an important role to play, BNY Mellon Wealth Management finds.