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.
November 15, 2019
Foundations Want Information About Impact InvestingFinancial advisors to foundations are not initiating the conversation, a survey found.
November 14, 2019
Donor-Advised Fund Grantmaking Surged 19% in Fiscal 2018: NPTA National Philanthropic Trust report shows the effects of tax reform on the DAF sector.
November 11, 2019
Philanthropies Doubled Their Disaster-Related Funding in 2017U.S. organizations shelled out $500 million for the costliest year for natural disasters on record.
November 05, 2019
Half of Donors Have Changed Giving Strategy Since Tax Reform: FidelityYet few have reduced their giving since before the tax law was enacted, Fidelity Charitable reported.
November 01, 2019
Sustainable Investing: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
October 30, 2019
The Fundamental Rule of Content Marketing That Most Advisors OverlookYou know how important financial planning is. How can you convey that passion to clients?
October 30, 2019
Why Clients Decide to Donate Publicly or AnonymouslyThere are good reasons for either, and the choice should not be made lightly.
October 23, 2019
How US Family Foundation Philanthropy Is EvolvingA study finds the new generation making its mark in funding priorities and grant-making practices.
October 17, 2019
Schwab Charitable, RIAs Give Advisors Some Philanthropy AdviceThey discussed how advisors can improve their charity and socially responsible investing services.
October 17, 2019
TD Ameritrade's Skip Schweiss Named 2020 FPA President-ElectFPA also elected new board members and FPA NexGen leaders.