Results for "charitable giving"

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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...

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,...

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...

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: 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...

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 –...

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...

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...

As charity season nears, time to review clients' donor-advised funds

August 18, 2015

The end of summer is a great time for clients to review their donor-advised fund before the fall and winter charity season. A quick check on the use and funding of donor-advised funds once or twice a year maximizes financial and tax-planning...

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...

Invest in others call to action: Nominations

March 17, 2015

Do you know an adviser who inspires hope? Who impacts their community? Who's changing the world? Financial advisers do amazing work for their clients, but they also do amazing work for their communities. Advisers are incredibly charitable —...

Community Leadership Awards deadline extended

April 24, 2014

Nominate an adviser for a Community Leadership Award — the deadline has been extended through April 28. Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category...

The art of legacy planning – 7 best practices for gifting art to museums

December 17, 2014

Artwork is among the most collected “investments of passion” among high-net-worth and ultrahigh-net-worth households and is increasing among advisers' clients. Worldwide, 600,000 millionaires are serious art collectors and high-net-worth...

Advisers recognized for giving back to their communities

September 19, 2013

A spotlight was on 15 financial advisers for their extraordinary commitment to their communities and five were singled out for special honors at the seventh annual Community Leadership Awards in New York on Thursday night. Awards in five categories...

Community Leadership Awards: Deadline is today

April 23, 2014

Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category winners will receive a $20,000 donation to the charity they support. Visit www.investinothers.org to submit...

TAXES: IRA charitable-gift extension included in tax extenders bill

April 6, 2010

The bill passed by the Senate last month that extends expiring tax breaks includes a provision affecting individual retirement accounts. HR 4213 would allow tax-free rollovers from IRAs to charities to continue through the end of this year....

3 ways advisers can help clients maximize charitable giving benefits

December 13, 2016

Andy Williams can be heard singing “It's the Most Wonderful Time of the Year” over the airwaves these final weeks of 2016. For charitable organizations, the words are appropriate, as December is the time nonprofits traditionally receive...

A donor-advised fund can benefit clients as well as charity

November 21, 2016

The aging baby-boomer generation has brought its fair share of challenges to our country's economy and markets — everything from strained entitlement programs to difficulties providing health care. However, boomers have accumulated an unprecedented...

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