There is an urgency to help in the wake of natural disasters, and substantial sums are raised by charitable crowdfunding sites. But there is little law, and even less guidance, around the tax consequences.
Research shows that clients are interested in impact investing when the options are presented to them, yet many advisors still aren’t sure about it themselves. Here are the trends you need to know.
Millennials view investing in companies as charity, Morgan Stanley offers advisors sustainable investing training and Washington Trust adopts SEI's Wealth Platform.