Results for "charitable giving"

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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...

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...

7 tips on achieving zero-tax estate planning through charitable giving

October 30, 2016

How charitable should I be? What will my legacy be? What values can I teach my children and grandchildren? What do I have passion for? These are some of the questions clients start asking themselves in the autumn of their lives. Estate planning...

Applause, please: Financial advisers win Community Leadership Awards

September 29, 2016

The charitable contributions of five financial advisers and two firms were honored Thursday night at the 10th annual Community Leadership Awards, presented by the Invest in Others Charitable Foundation and InvestmentNews. "It's resoundingly...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016

The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be...

Help clients see impact of charitable giving, as ice bucket challenge just did

July 28, 2016

Reports that the Ice Bucket Challenge helped fund the discovery of a gene that could lead to a treatment for ALS serve as a reminder that when it comes to charitable giving, a little progress can go a long way. Millions of people who allowed...

Philanthropy sets record for second consecutive year

June 14, 2016

Philanthropy reached an all-time high for the second year in a row as Americans donated around $1 billion per day in 2015. With an increase in donations from every source, individuals and foundations alike, the estimated total of $373.25 billion,...

Adviser's Consultant: How to create a wealth transfer process for clients

February 10, 2016

Brent Brodeski set out a year and a half ago to beef up Savant Capital Management's estate planning capabilities and create a process for clients who wanted to leave behind a legacy. His first move was to hire a premiere attorney in northern...

Giving the missing link to retirement happiness?

December 2, 2015

Facebook Chief Executive Mark Zuckerberg and his wife's announcement Tuesday that they will be donating 99% of their Facebook stock in their lifetimes could encourage clients to ask about philanthropic giving while they're still around to witness...

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