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.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 01, 2023
Indexed Life Insurance Sales Climbed 7.6% Since Q2 2022: WinkWink CEO Sheryl Moore expects the number of issuers in the indexed life market to increase.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 21, 2023
This Worrying Trend in Philanthropy Could Hurt Advisors, TooIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 18, 2023
New York Life Donates $200K to Maui Wildfire ReliefThe life insurer has also pledged to match up to $100,000 in employee donations.
August 09, 2023
Jackson Aims to Lift Families From Poverty to Financial Well-BeingFinancial freedom doesn't begin at retirement; it's a lifelong pursuit built on financial knowledge, says Jackson's Danielle Robinson.
August 08, 2023
Bright Health Gets Financing to Support California Medicare Plan SaleThe health insurance startup capital spigot dried up last year after investment market turmoil reduced investors' appetite for risk.
July 31, 2023
7 Top Giving Trends Among UHNW FamiliesThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.
July 24, 2023
Secure 2.0 Act Supercharges the QCD as an RMD Alternative for 2023Taxpayers can now use a QCD to satisfy their RMD obligation while creating an income stream.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.