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.
4 Strategies for Effective End-of-Year Philanthropy
By Kris Putnam-WalkerlyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.
November 04, 2020
Top 3 Trends in Charitable Giving and Why They MatterThe effects of COVID-19 and racial and social inequity have led to heightened awareness, as clients look to make a lasting impact.
October 26, 2020
10 Universities With the Largest Endowments: 2020College endowments can be used to benefit students, but they can also raise the hackles of cost-conscious parents and politicians.
October 16, 2020
Buffett Inches Toward Wells Fargo Exit as Scharf Sets CourseWarren Buffett urged Wells Fargo's board not to hire a leader from Wall Street. But it did.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 06, 2020
12 Best Cities for Financial Advisors to Start a CareerAdvisors in these cities make high average salaries and have lots of potential clients, according to SmartAsset.
September 30, 2020
Fidelity Charitable Ends DAF Account MinimumsThe change makes donor-advised fund accounts more accessible to the average household.
September 30, 2020
Invest in Others Foundation Names 5 Advisor Award WinnersEach winner's favorite nonprofit organization receives a monetary donation.