Over the past decade or so, social sector evaluators have increasingly coalesced around a pretty simple formula for measuring the effectiveness of single, direct-service interventions: Select one ...
For many consumers, this is the time of the year for charitable giving. Julie Sunwoo, president of DAFgiving360, recently shared some insights on how advisors can help their clients use a ...
Forbes contributors publish independent expert analyses and insights. Anne Field covers impact entrepreneurship and impact investing. Over the past month or so, nonprofit impact investment firm ...
It feels great to give—and even better when you double the impact of your generosity. That’s what financial advisors are discovering when they help clients double the impact of their philanthropic ...
The promotions follow a rapid growth of the firm’s leading-edge impact investment offerings for individuals, advisors, foundations, corporations and other partners. In the face of the COVID-19 ...
Advyzon, Advyzon Investment Management, Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans recognized for innovation and transformative impact in the financial ...
Advyzon, Advyzon Investment Management, The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth recognized for innovation and leadership in the financial services ...
Signed into law by President Joe Biden in August, the Inflation Reduction Act aims to subdue health care costs and address climate change. The new law includes tax credits for producers of hydrogen, ...
Impact, a global leader in Partnership Automation, announced new additions to its growing customer roster. Throughout 2019, Impact has added more than 350 new clients, an increase of more than 50% ...
Advisor businesses are growing in both client numbers and geographical reach. Investors typically find advisors through personal referrals, but increasingly use online searches and social media to ...
Ask almost any financial advisor if questions are important in the sales process, and you’re guaranteed a resounding “yes.” But if you ask those same professionals if they have a strategy for asking ...
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