Wealth Planning

Philanthropy

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Learn how Wealth Advisors can advise clients on philanthropy and the public good.

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Jan 21, 2021

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Jan 21, 2021

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Jan 21, 2021

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Jan 21, 2021

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Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

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Highlights

Five Predictions on Charity and Giving for 2021

Jan 20, 2021

Looking forward to some potentially positive developments in the coming year.

Private Foundation, Donor-Advised Fund, Other?

Jan 11, 2021

Ensure clients know their options to maximize the impact of their charitable giving.

The Year-End Planning Trap

Jan 11, 2021

Waiting for December to get serious about planning is stupid and dangerous.

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New Law Requires Disclosure of Beneficial Owners of Companies

Jan 07, 2021

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.

Six Questions to Ask About a Charity

Jan 05, 2021

How to help your clients invest their philanthropic dollars in a charity that will last.

A Gift to Your Clients: Helping Them Live Purposefully

Dec 24, 2020

The idea of charitable giving goes beyond simply writing checks.

Rich Americans Who Fear Higher Taxes Hurry to Move Money Now

Dec 21, 2020

Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.

Year-End Portfolio Tweaks for an Unusual Year

Dec 21, 2020

What not to do with your investments and taxes is just as important as what to do.

Outlook For Philanthropic Planning in 2021

Dec 18, 2020

What a difference a year makes.

Encourage Clients Not to Stand by this Holiday Season

Dec 17, 2020

We have two choices when it comes to philanthropy, particularly now: Do nothing, or do what we can.

Why I Committed to Raising $10 Billion for Charity

Dec 09, 2020

The benefits of encouraging clients to make philanthropic donations.

Nonprofit Raises Money to Build Out Pro Bono Platform

Dec 03, 2020

AdvisersGiveBack.org wants to help volunteer advisors deliver personalized financial plans to individuals who arguably need it the most.

More Fruitful Client Conversations Around Philanthropy

Dec 01, 2020

Key questions to discuss depending on where your clients are in their philanthropic journeys.

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