As financial institutions move to offer more effective, innovative philanthropic services to customers, they inevitably must decide whether to develop capabilities in-house or to leverage technology through fintech partnerships. By working with fintech firms, banks can introduce digital philanthropy with greater efficiency, flexibility, and accessibility.
The 2021 DAF Report from NPT notes record-breaking growth in popular philanthropic tool, the donor-advised fund, with increased use amongst everyday donors and greater granting activity.
The Business Case for Generosity in Banking: How and Why Financial Institutions Are Helping Prioritize Customer Philanthropy
American Banker's Miriam Cross in conversation with Wells Fargo, Spiral and Beneficial State Bank on Supporting Customer Philanthropy
In honor of Giving Tuesday, Amicus.io co-hosted an industry conversation with Pinkaloo to explore the intersection of financial and philanthropic services in "The Generosity Trend: How and Why Financial Institutions Are Helping Prioritize Client Philanthropy."
Leaders from community banking, neobanks and the "Big Four" joined forces to discuss how & why the financial sector should help customers give back in a conversation moderated by American Banker journalist, Miriam Cross.
Giving season is upon us. How will you help clients make the most of their charitable contributions?
About half of clients see high value in technology as a core component of their wealth management experience. As more firms embrace an undeniably digital future, how will your firm stand out amongst the rest?
Generosity is trending amongst affluent households. Their wealth management advisors should pay attention in order to best support clients’ charitable objectives.
Understanding Both Sides of Proposed Accelerating Charitable Efforts Act
The Accelerating Charitable Efforts (ACE) Act was proposed in June 2021 by Senators Charles Grassley (R-IA) and Angus King (I-ME) to speed the movement of money from donors and foundations to nonprofit organizations. However, the legislation has sparked great debate over its intent and the potential implications, if passed. Here's what you need to know.
As children demonstrate resiliency in the face of cancer diagnoses, Claire's Army supports them and their families to navigate difficult circumstances and maintain a sense of normalcy.
Help upcoming generations in their quest to put their wealth to work for a better world
The largest intergenerational transfer of wealth will pass an estimated $30 trillion to younger generations over the next decade and up to $70 trillion over the next 20 years. How will wealth management advisories adapt their practices to attract and retain younger clientele?
Putting your money where your values are.
As individuals look to take action to address the climate crisis, social and racial reckoning, and global demand for gender equality, they are scrutinizing the social impact of their dollars.