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.
April 17, 2019
Education Will Unleash Interest in Social Investing: BNY's NewtonThe need for evidence in impact investing "is a symptom, not a cause, of lack of investment," the investment firm says.
April 16, 2019
More US Foundations Fund Pro-Immigrant MovementIf your charitably minded clients want to help improve conditions for immigrants, there are more options now.
April 05, 2019
How Elyse Cherry Became an Impact Investing PioneerCherry helped found the BlueHub Loan Fund, a community development financial institution, long before that term was coined.
April 03, 2019
Ex-NBA Star, Set for Life, Advises the Newly Wealthy for No PayTroy Murphy tells ThinkAdvisor about his firm, which donates its profits to financial literacy groups.
April 01, 2019
Let's Make Kids Part of the Financial Literacy ConversationWhy care about this? Because money-smart kids become money-smart adults.
March 26, 2019
How a Teacher Became an Advisor and GuideJennifer Lazarus now accepts only clients committed to SRI investing, which is her passion.
March 25, 2019
New Fidelity Program Adds Philanthropy to Employee Benefit PlatformsThe program will make it easier for employees to actively engage in giving, Fidelity says.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 21, 2019
Charitable Giving Connects Women Across Race and EthnicityWomen's Philanthropy Institute examines race and giving through gender lens
March 18, 2019
Democrat Wants to End Tax Deductions for Some College DonationsSen. Ron Wyden says the federal government should stop perpetuating "corrupt" admissions practices.