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.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 08, 2020
To Boost Pro Bono Service, Advice Industry Must Set the Tone at the TopThe CFP Board should recommend planners do pro bono service every year.
December 07, 2020
How to Ditch 'Trash' Thinking, Build Mental Toughness and Boost ProductivityJason Selk, who trained the St. Louis Cardinals in mental toughness, tells ThinkAdvisor his strategy can boost productivity by 30%.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
December 01, 2020
Pandemic Taking a Toll on Volunteerism: ReportStill, 73% of those surveyed plan to return to pre-pandemic volunteerism when it is safe to do so, a Fidelity Charitable study finds.
December 01, 2020
Many Americans Could Give Less to Charity Next Year: SurveyThe findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.
November 25, 2020
Best Charities for 13 Different CausesWhat's the top hunger charity? And the best environmental charity? Wallethub ranked the top nonprofits supporting a variety of philanthropic programs.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 24, 2020
Quiz: What Do You Know About Charitable Giving and Taxes?To help clients in their end-of-year planning, advisors need to know how to leverage giving in 2020.
November 19, 2020
4 Strategies for Effective End-of-Year PhilanthropyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.