Philanthropy

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

These works of nonfiction and fiction can provide inspiration for better practice management and client services.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Advisers need to plan their nonprofit work as carefully as the rest of their business.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.