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.
Why Clients Decide to Donate Publicly or Anonymously
By Ken NoparThere are good reasons for either, and the choice should not be made lightly.
October 17, 2019
TD Ameritrade's Skip Schweiss Named 2020 FPA President-ElectFPA also elected new board members and FPA NexGen leaders.
October 14, 2019
Sustainable Investing Has Hit Tipping Point: Morgan StanleyA new study finds 95% of affluent millennials are interested, and they want products to match their values.
September 19, 2019
When Families Don't Talk About PhilanthropyAn advisor poll finds most families leave the next generation in the dark about charitable giving.
September 19, 2019
How Financial Advisors Are Adapting to Impact Investing: StudyFidelity Charitable surveyed financial advisors about their attitudes about impact investing.
September 18, 2019
SRI, ESG and Impact Investing: What Advisors Should KnowFor one thing, evidence suggests that sustainable investing doesn't hurt returns.
September 16, 2019
SEC Fines Prudential Units for Misleading Fund BoardsThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.