Updated Friday, October 24, 2014 as of 7:28 AM ET
Fidelity Charitable Donors Give to Ebola Relief Efforts
Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies.
More in Philanthropy
The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans. more »
Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets. more »
People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference. more »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow. more »
Clients want to give back, and not just for the tax breaks. more »
Helping clients develop a game plan offers several advantages, says Raymond James' Paula Feinberg at Women Advisors Forum in Dallas. more »
Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning. more »
James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died. more »
Schwab reported $742 million in donations to charities for 2013, a 36% increase compared to 2012 and its largest percentage jump in more than five years. more »
The Foundation for Financial Planning has named four new members to its board of trustees. more »
Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake. more »
The October Issue is now online!


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