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 10, 2020
UBS Revamps iPhone App With Client, Advisor FeedbackThe new app was designed to provide clients with fuller picture of their total wealth.
February 06, 2020
Newday Impact-Investing Robo Adds Strategies Through New PartnershipsFour concentrated portfolios have been added — three equity strategies and one REIT strategy.
February 04, 2020
Nonprofits Weigh In on Pros and Cons of Donor-Advised FundsDAFs are growing in popularity, but they have some vocal critics.
January 31, 2020
How Charitable Boomers Can Reduce the RMD Tax PinchWIth a QCD, retirees can get around tax issues when RMDs threaten to bump them into a higher bracket.
January 28, 2020
Ex-FBI Hostage Negotiator Offers Tips for Dealing With ClientsChris Voss tells ThinkAdvisor how to disarm an upset client and how to reveal hidden information when negotiating.
January 27, 2020
Schwab Donor-Advised Fund Grants Rose 26% in 2019Many donors capitalized on strong market growth to donate appreciated assets, Schwab Charitable said.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.
January 08, 2020
Your Client Opened a Donor-Advised Fund Account. Now What?They probably know which causes they want to support. Now you can help them take action.
January 03, 2020
IRS Updates Guidance on Virtual Currency DonationsWhat charitable donors and recipients should know about the tax treatment of cryptocurrency contributions.
December 23, 2019
Fidelity Charitable Edges Out Gates Foundation as Biggest Grant MakerThe two grant-making nonprofits have duked it out for the top spot over the past six years.