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Edward Jones contributes $1.2 million to civil rights groups
The company also announced a five-part plan to address racism, which includes an analysis of home office employees' pay
Crisis can be a catalyst to clarify goals, create sustainable impact
While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning
3 Questions: Encouraging compassion and contributions
Zac Larson of IntentGen talks about mobilizing clients to support the Chicago community
For charitable givers, CARES Act offers big tax breaks
The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income
Planners offer pro bono services amid market crash, COVID-19
The Financial Planning Association has launched a directory of CFPs who are volunteering their services
Creative Planning donates $1 million to food charity
Gift to food bank intended to help families struggling due to COVID-19 crisis
A smarter take on philanthropy
These philanthropists are changing their approach to charity to ensure a bigger impact
Super-rich are piling up wealth in black-box charities
Money flowing into donor-advised funds far outstrips grants being made from the funds.
Some people donate for love, others for money, says research
Charities may be able to use these insights into the reasons that different people give.
Advisers falling short when it comes to talking philanthropy with clients: Survey
Though most advisers do address giving, many clients walk away unsatisfied
Giving talk: Go holistic
Want to engage your clients and pave the way for a long-lasting relationship? Try discussing their philanthropic goals.
Community Leadership Awards deadline extended
Through April 28, nominate an adviser who is dedicated to making the world a better place.
Memorable memorials
Clients looking to establish a financial memorial in the name of a loved one should set a goal…
Memorable memorials
Clients looking to establish a financial memorial in the name of a loved one should set a goal…
Memorable memorials
Clients looking to establish a financial memorial in the name of a loved one should set a goal…
Political giving by the rich
Extremely rich Republicans are less charitable than extremely rich Democrats but slightly more inclined to contribute to political…
Kony video offers lesson in donor due diligence
A video about a ruthless Ugandan warlord that has outraged millions of viewers in the past two weeks…
Charitable incentives at risk
As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.
<i>InvestmentNews</i>, Invest in Others present adviser leadership awards
A special group of financial advisers who have demonstrated exceptional charitable leadership were honored last Wednesday at the fifth annual Community Leadership Awards
How tax changes are boosting gift fund donations
The tax deal reached in December by congressional leaders and the Obama administration is fueling a boost in donations into donor-advised funds.
