9 Ideas Advisors Can Use to Offer Pro Bono Help to Soldiers
Planners learn strategies for guiding soldiers and veterans on unique financial challenges.
More in Philanthropy
Count Bill Gross among the world’s biggest philanthropists. more »
In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000. more »
"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein. more »
The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up. more »
Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money." more »
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients. more »
A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now. more »
On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving. more »
Planners offer their guidelines for helping wealthy clients accomplish more good with their money. more »
Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain. more »
Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies. more »
The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans. more »
Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets. more »
The July Issue is now online!


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