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At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.
December 28 -
The biggest QCD question is whether it will be effective for a check not cashed by year’s end?
December 18 -
There has been a robust increase in employers' registration since the program started last year, data shows.
December 12 -
Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.
December 11 -
Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.
November 16 -
From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.
November 12 -
The business of supporting charitable giving has never been so profitable.
October 3 -
Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.
September 27 -
Recent tax law changes make gifting from an IRA an even better bet.
September 21