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Charitable Giving Articles
AssetMark announced it will donate $100,000 over five years to the Foundation for Financial Planning.
Private foundations have experienced growth in asset levels since 2008, but not all have recovered at the same rate, a new study says.
Online platforms are making it easier than ever to navigate the intersection of entrepreneurship and social change, says Charles Best.
Columnist Dan Moisand encourages advisors and their clients to consider charitable giving and describes many options, including the Foundation for Financial Planning.
Donor-advised fund grants made through Schwab Charitable increase for first quarter.
Better markets are making donors and charities more confident.
Despite market uncertainty, charitable giving by those with at least $1 million is growing, says U.S. Trust and UBS.
Seven of the top 10 most generous cities increased their giving, while three cities experienced declines, according to the Chronicle of Philanthropy report.
As a proportion of their income, the poor and middle class are increasing their philanthropy, while the rich are decreasing their giving.
The Invest In Others Charitable Foundation has recognized five financial advisors for their efforts to improve their communities.
Financial Advisor Blogs
Portfolio Manager Insights
Gary Antonacci packs an enormous amount of challenging detail into his new book on an investing strategy he developed more than 40 years ago and still supports today, says our book reviewer. + Read more
There’s an intricate connection between the two that advisors should understand, says columnist Robert Laura. + Read more