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.
Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech Experts
By Jeff BermanOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.
July 03, 2019
How Charitable Giving Helps Advisors Stand OutBy adding this focus to your financial-planning practice, you can align your values with those of your clients and prospects.
July 01, 2019
Private Foundations' Contributions Hold Steady, Despite Asset DeclinesPrivate foundations with less than $50 million in assets gave nearly as much to charity last year as they did in 2017 despite declines in their asset…
June 28, 2019
Cambridge Moves to Support Subscription Model, Lure Young ClientsCEO and President Amy Webber tells ThinkAdvisor how the firm is working to support advisors and what she thinks about Reg BI.
June 21, 2019
Global Impact Investments Show Healthy Growth: StudyNinety-one percent of investors in an annual study said their investments had met their expectations for performance.
June 20, 2019
How to Blow Yourself Up at a NonprofitJoining a local nonprofit can help you build business, but proceed with caution.
June 19, 2019
Americans' Charitable Giving in 2018 Was Virtually FlatCountervailing economic and policy factors shaped charitable giving, the annual Giving USA study finds.
June 12, 2019
IRS Kills State Workarounds for SALT Deduction LimitThe regulation limits the deductibility of contributions to charitable funds designed to get around the $10,000 limit.