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.
14 Best Charities for the Most Popular Causes
By Michael S. FischerWalletHub evaluated more than 200 of the highest-ranked U.S.-based charities based on financial performance, transparency and popularity.
November 08, 2021
Americans Who Budget Their Giving Donate More: Vanguard CharitableOnly 44% of Americans who gave to charity over the past year include donations in their annual budget, the survey found.
November 03, 2021
Krull Challenges Advisors to Embrace SRI"Advisors don't have to be experts" in sustainable investing, he tells ThinkAdvisor. "They just have to understand it."
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
November 01, 2021
5 Ways to Invest in Clean Tech That Are Wins for ClientsFor advisors struggling with how to invest in climate-friendly technology, the opportunities are many.
October 28, 2021
Growing Popularity of Crypto Could Spur Charitable Giving: FidelityCrypto contributions to Fidelity Charitable donor-advised fund accounts have shot up nearly 500% this year.
October 26, 2021
20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2021Advisors can be very helpful in helping families plan how, when and how much to give.