Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
“Charitable Giving” By Peter Kote & Don Vivrette
Philanthropy will beat paying taxes every time.
Easy to set up and accessible to a broader range of investors, donor-advised funds
help clients achieve charitable goals and give advisers something to talk about.
Six questions to ask and eight questions to avoid at the outset.
A new study points to a shared commitment to community, service and philanthropy.
Here’s a look at the benefits of philanthropy for clients over age 65.
Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.
Across generations, a new marker for success seems to be emerging: the desire to give money away.
An overview of the new requirements.