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 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
November 25, 2019
When Giving Back Means Lifting UpHow can you make a difference in your community?
November 25, 2019
Cybersecurity a Bore? Not When You Get HackedFraudsters now use "social engineering" to tailor attacks. Make sure you and your clients are educated on what to look for.
November 21, 2019
Upper-Income Investors Say Charitable Giving Is a Top Priority: Wells FargoA Wells Fargo/Gallup poll finds the current political climate is a big motivator for giving.
November 21, 2019
How Storytelling Bolsters Financial Plans & Client RelationshipsPeople are 22 times more likely to remember facts if they are delivered within a story, a cognitive psychologist found.
November 20, 2019
The 7 Deadly Sins for Advisors Joining a NonprofitNonprofits can be great places to meet prospects, but if you join for the wrong reasons, you will be sniffed out — quickly.
November 19, 2019
How Male and Female Business Owners Differ in Charitable GivingThe entrepreneurial mindset in both genders carries over to their giving strategies, Fidelity Charitable reports.