Advisers help clients boost charitable giving to historic levels

07/21/2013 |

Charitable donations to donor-advised funds increased last year as a result of tax planning for expected changes in the law, but clients are making such donations a part of their regular financial strategies. Schwab and Fidelity clients donated record amounts to charitable causes, and advisers were instrumental in generating those contributions. Clients gave to donor-advised funds recommended by advisers as well as donating appreciated stock.

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