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Charitable Planning

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Wall Street On Alert To Danger Of Donating To Trump-Pence Ticket

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Pay-to-play rules complicate Wall Street employees' donations to Trump and Pence.

Wealthy Clients Often Neglect Their Own Legacies

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Single, high-net-worth clients should be encouraged to create legacy plans—before it's too late, advisors say.

Riskalyze Brings Autopilot To Retirement Plans

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Riskalyze Brings Autopilot To Retirement Plans Sacramento, Calif...

Fidelity Charitable Adds Practice Management Education

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The program is designed to help financial planners incorporate philanthropy into their practices.

Fidelity Charitable Challenge: $25 Billion In 25 Years

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Fidelity Charitable's donor-advised fund made a record $1.6 billion in grants during the first half of 2016.

$1.2B Given Through Schwab Charitable

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A portion of the grants went to help refugees of the war in Syria.

Your Grandfather's Watch Could Be Worth Thousands

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Start with Google, but avoid eBay. And ask a pro!

Here’s One Of The Best Investments Your Firm Can Make

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And the dividends it pays are more than economic.

Where You Live Influences Where You Give

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Fidelity Charitable found philanthropists are influenced by their geography when they decide who to give money to.

Philanthropic Growth Outpaces GDP

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Growth in philanthropy outpaced the growth in America’s GDP over the last five years, a new report says.

44% Of Philanthropists Give To Women's Causes, Study Says

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More women than men give to causes benefiting women and girls, according to the study.

World Crises, Medical Research Drive Charity, Fidelity Says

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The Fidelity Charitable Giving Report shows trends for giving through its donor-advised fund.

Advisor Tells Peers What To Review With Corporate Executive Clients

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What is the first document that you should request from a high-earning corporate executive client?

Charitable Donors Not Aware Of All Giving Options, Fidelity Says

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A survey found that a minority of donors were aware of donor-advised funds.

PJT's Caspersen Charged By U.S. Over $95 Million Fraud

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Andrew Caspersen allegedly invented financiers and set up false e-mail addresses and misleading domain names.

Giving Continues In Volatile Market, AEF Says

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American Endowment Foundation experiences rapid growth despite volatile market conditions.

New Tools Introduced For Philanthropy

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Foundation Source has created a guide and video to expand advisors' philanthropy discussions.

Want To Invest In Her? Now You Can Invest in SHE

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A new State Street fund invests in companies that exhibit gender diversity.

Vanguard Charitable Saw 14% Increase In Grants

Vanguard Charitable continues a five year growth record.

Earthquake Victims, Refugees Among Fidelity Donor Beneficiaries

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Giving for the year reached a record high, Fidelity reports.

[1]  17 18 19 20 21 22  [22]