Results for "charitable giving"

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Tax reform: 7 essential strategies for financial advisers

January 13, 2018

There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies...

Interest in donor-advised funds surges in response to tax changes

December 20, 2017

With Congress passing the most sweeping tax law changes in a generation, the three major providers of donor-advised funds — Charles Schwab & Co. Inc., The Vanguard Group Inc. and Fidelity Charitable — report a high volume of new accounts,...

Capitalism is beautiful. Young prospects might disagree

December 11, 2017

Capitalism is one of the greatest things that ever happened to America. This isn't just an idle thought for me. It's why we at Stephens launched the ongoing This Is Capitalism multimedia experience two years ago. Yet many Americans, including...

Year-end charitable-giving strategies

November 21, 2017

The tax code provides high-net-worth charitable donors with strategic opportunities to make their philanthropic activities go further. Opportunities also exist that can minimize their income and estate and gift tax liabilities, increase the...

Tax reform debate sparks fresh interest in donor-advised funds

November 21, 2017

The battle over tax reform in Washington has not been lost on financial advisers and investors looking to take advantage of existing charitable-giving rules. Kim Laughton, president of Schwab Charitable, said assets in donor-advised funds are...

How to discuss philanthropy with wealthy clients

November 17, 2017

To enter the philanthropic planning space successfully, know that it is all about questions and conversations, rather than about expertise and answers. You become a resource for the client as he or she explores issues of great importance. From...

Help Clients Make Charitable Giving History

November 15, 2017

2017 may well be a record breaking year for philanthropy in the United States. Three significant contributing factors—strong markets, possible tax reform, and increased support for disaster relief and recovery—suggest that now may be an...

Betterment launches 'free' charitable-giving platform

November 15, 2017

Betterment plans to digitize yet another value proposition of traditional advisers, this time setting its robo-sights on charitable giving. A new feature from the digital adviser, aptly named Betterment Charitable Giving, lets investors donate...

Tax reform threatens a powerful client relationship tool

October 13, 2017

This won't be your father's tax reform process – and it may not be the one your business needs either. That's because it might take away investment advisers' number one secret weapon for building strong relationships with their clients –...

Giving to charity, the millennial way

October 10, 2017

I am a millennial and an adviser – a combination becoming more common each year. Even so, professional colleagues looking to reach a younger client base regularly ask me how to attract and better serve my often-misunderstood generation. The...

Killing estate tax could kill charitable giving

August 25, 2017

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences for something else conservatives cherish -- charitable giving. President Donald Trump along with top GOP lawmakers have proposed...

Investment managers have found a new way to give back

August 22, 2017

The popularity of companies that give back — such as Warby Parker and TOMS, which donate a pair of glasses or shoes for every pair you buy — is spreading to investments. Investment manager Infrastructure Capital Advisors, for one, is giving...

How to maximize the effectiveness of your charitable giving

August 18, 2017

Donor-advised funds let you take the tax deduction for charitable donations now, while postponing when you give the money away. Pamela Norley, president of Fidelity Charitable, and Elda Di Re, partner at Ernst & Young, discuss the strategy.

Fifteen advisers, six firms named finalists by charitable foundation

July 20, 2017

Fifteen advisers and six companies have been named as finalists for this year's Invest in Others Awards. The awards, presented annually for the past 10 years by The Invest in Others Charitable Foundation to acknowledge outstanding volunteer...

Doubling standard deduction could hurt philanthropic giving

April 27, 2017

Average Americans may curb their philanthropic giving if President Donald J. Trump's proposed doubling of the standard deduction comes to fruition. If taxpayers can shield twice as much of their income from taxes through the standard deduction,...

Working to spark a global movement for pro bono financial planning

February 14, 2017

The United States has a long history of connecting the financial planning community to people in need. For 22 years now, we've helped fund vital programs that connect volunteer financial planners to underserved people who need no-strings-attached,...

Many wealthy Americans haven't planned for the transfer of their assets

January 31, 2017

Affluent Americans aren't doing much to prep the next generation to inherit their riches, creating a wealth of opportunity for financial advisers who can convince clients to focus on legacy planning. Even though about $4 trillion is set to be...

U.S. Trust's Costello: The biggest challenge wealthy donors face

January 23, 2017

Giving is easy, but giving well is extremely difficult, according to Claire Costello, national philanthropic practice executive at U.S. Trust. Here's how advisers can help wealthy donors with their biggest pain point.

How to help clients achieve sustainable philanthropic giving

December 20, 2016

Philanthropy that delivers lasting results is as important as ever to affluent clients — especially here in the U.S. What's changing, however, are the tools, trends and strategies wealthy philanthropists are using to build sustainable charitable...

Advisers help find donor advised funds for clients' charitable dollars

December 14, 2016

Financial advisers with clients interested in impact investing may want to help them put their philanthropic dollars to work supporting their social missions before they commit resources designed to secure their financial futures. One way to...

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