Results for "charitable giving"

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It's past time for the wealth management industry to help the economically vulnerable

September 20, 2018

Growing up in Detroit in the 1960s and 1970s, and then returning there for visits today, feels like a tale of two cities. In my childhood, relatives and neighbors were employed in blue-collar jobs. Working hard, they earned enough to own their...

Why advisers should market philanthropic giving to entrepreneurs

September 19, 2018

Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to...

As ESG investments boom, asset managers seek out fixed-income options

August 30, 2018

Wall Street's do-good investment boom is finally taking notice of the credit markets. Sustainable investment assets grew 37% last year, according to Bloomberg data, but the majority of those funds focus on stocks. That's leading to some awkward...

The power of philanthropy shifts to women, and advisers are taking notice

July 21, 2018

Financial adviser​ Randy Kaufman once worked with an artist making a generous bequest to a midwestern university. The university wanted to put her name on a building as a recruitment tool. The painter wanted to stay in the background. "I had...

Finalists announced for 12th annual Invest in Others Awards

July 16, 2018

Fifteen advisers and six companies have been named as finalists for the 12th annual Invest in Others Awards. The Invest in Others Charitable Foundation honors financial advisers and firms that have demonstrated commitment to their communities...

Advisers use ethical wills to look beyond client assets

June 19, 2018

Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it's a little bit of both. Enter the ethical will, which is also known as a "legacy letter" or "living legacy" by financial advisers helping their...

Impact investments made by more than 70% of millennials and Gen Xers

June 12, 2018

A large majority of affluent millennials (77%) and Generation X investors (72%) have made an impact investment, according to a study from Fidelity Charitable, an independent public charity. This compares with just 30% of affluent donors from...

Charitable giving through donor-advised funds on rise

April 6, 2018

The spirit of giving appears to have enjoyed a short-term boost thanks to a confluence of factors, including December's tax-reform package. Grants from donor-advised funds — which allow account holders to receive a tax deduction immediately,...

Charitable planning for business owners in transition

March 30, 2018

Boomer business owners are reaching an age at which they must exit the business and move into what used to be called "retirement." But many such boomers are still energetic and eager to put their money and their talent to work post-exit. As...

Billionaires donating to a Goldman charity unmasked by IRS error

March 15, 2018

Three of America's most discreet billionaire philanthropists have emerged as the biggest donors to the Goldman Sachs Philanthropy Fund after the IRS accidentally revealed their identities. A filing shows that former Microsoft CEO Steve Ballmer...

Bunching expenses is one way to recover benefits lost under tax reform

March 12, 2018

With all the changes to the rules regarding tax deductions included in the most recent tax reform act, taxpayers and their advisers are looking for ways to recapture some of the tax benefits that were lost. It could be that the best strategy...

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 –...

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