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.
February 04, 2022
New Bill Creates 2 New Types of Donor-Advised Funds; Philanthropy Group BalksLawmakers say they want to ensure more of the money stored in these tax-planning vehicles is actually put to work.
January 25, 2022
Selecting and Evaluating DAF SponsorsSince some fund sponsors target clients directly, advisors must help clients choose the right one.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 20, 2021
How to Uncover Clients' Real Charitable GoalsDuring this holiday season, advisors can help clients understand the impact of ongoing philanthropy on their overall financial plan.
December 20, 2021
Innovator Capital's Bruce Bond Weighs In on Risks, Opportunities in an 'Uncertain Market'The PowerShares co-founder also explains how financial advisors can be a "clear voice" for clients in the face of volatility.
December 16, 2021
How Younger Donors Are Changing Charitable Giving: Wells FargoIn a recent survey, 46% of participants said they had used newer ways of giving this year.
December 16, 2021
How to Discuss SRI, ESG and Impact Investing With Your ClientsSustainable and responsible investing is a polarizing topic.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 14, 2021
12 Questions to Ask Clients in DecemberFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.