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.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 02, 2021
Wealthy Investors Seek Purpose-Driven Investments After PandemicA new survey by UBS finds 9 in 10 investors want to align their investments with their values.
June 02, 2021
Donor-Advised Funds' Surge May Have Cost Charities $300B Over 5 Years: StudyIndividual giving has shifted substantially toward donations to DAFs and private foundations.
May 27, 2021
How to Help Clients Avoid Capital Gains TaxesBiden has proposed higher capital gains tax rates. Advisors can help their clients reduce or avoid such taxes.
May 20, 2021
Rising Health Care Costs Are Top Threat to Estate Planning: TD WealthFamily conflict, the top concern for three years running, was edged out by other worries.
May 18, 2021
Wealthy Americans Boosted Giving to Local Causes in 2020: StudyA recent poll reveals three distinct shifts in giving behavior related to the pandemic.
May 17, 2021
Millennials Are Buying, Investing Based on 'Social Good': FidelityNearly half of poll respondents have bought products that provide a social benefit; 20% have invested in socially responsible businesses or funds.
May 04, 2021
5 Ways to Use a Tax Return as a Financial Planning ToolA new client's 2020 tax return can be a jumping-off point to understanding their financial situation.
April 28, 2021
Why Younger Clients Are Establishing Donor-Advised FundsIncreasingly, donors establish DAFs while they are still working.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.