Results for "charitable giving"

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Tax reform changed the way advisers promote charitable giving, Fidelity survey says

June 12, 2019

The 2017 Tax Cuts and Jobs Act that overhauled the American tax code has changed how advisers are promoting charitable strategies to clients, a study by Fidelity Charitable has found. "Advisers seem to have recognized that charitable giving...

How Aspiriant's advisors help clients feel successful through giving

May 16, 2019

Using Schwab Charitable to maximize the impact of philanthropy As chief operating officer and a member of the executive committee at the San Francisco-based registered investment advisor Aspiriant, Michael Kossman understands the philanthropic...

Dynamic philanthropic environment expected through 2020

April 15, 2019

Which U.S. organizations are receiving the extra funds? Who's doing all this charitable giving? Who's giving more in 2019 and 2020? Total giving is projected to rise 3.5% in 2019 4.1% in 2020 higher than the historical 10-year, 25-year and 40-year...

Fidelity creates workplace charitable-giving program

March 25, 2019

Fidelity Investments has introduced a workplace philanthropy program that allows employers to integrate charitable giving into their current benefits program. Called Fidelity Workplace Giving, the program offers employees a way to manage their...

Record $5.2 billion given through Fidelity Charitable in 2018

February 15, 2019

Donors made grants of a record $5.2 billion from their donor-advised funds at Fidelity Charitable in 2018, which was $700 million more than in 2017, according to a report released by the charity. Last year's giving was particularly impressive...

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...

Donors gave a record $2.2 billion through Schwab Charitable in 2018

January 22, 2019

Donors gave a record $2.2 billion in grants to 86,500 charities through Schwab Charitable in 2018, representing a 35% increase from the previous year. A total of 487,000 grants were made, Schwab said in a release, with Feeding America, Planned...

As donor-advised funds grow in popularity, they may draw more scrutiny

March 1, 2019

An increasingly popular way to make charitable donations while maintaining the tax benefits of philanthropy could face greater regulatory scrutiny. The tax reform law of 2017 eliminated many deductions, including those for charitable contributions,...

Is pro bono work in your future?

January 2, 2019

Doesn't everyone want to make a positive difference in the world? Of course, financial planners do that every day through their work with clients. But going above and beyond the daily services for which we charge clients takes "giving back"...

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...

There are big benefits to investing in family-controlled businesses

April 12, 2019

Investing in family-controlled businesses requires a good amount of patience and a measure of faith, but the benefits are hard to ignore. Exactly what constitutes a family-controlled business varies, but a general definition is one in which...

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...

Be inspired by incredible advisers and firms' charitable efforts

September 27, 2018

Five financial advisers and two firms won leadership awards for their charitable initiatives and corporate philanthropy on Thursday night at the 12th annual Invest in Others Awards. Presented by the Invest in Others Charitable Foundation, the...

Time to get inspired by incredible advisers

September 29, 2018

Five financial advisers and two firms won leadership awards at the 12th annual Invest in Others Awards last Thursday for their charitable initiatives and corporate philanthropy.

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...

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...

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 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...

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...

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