December 2022: Charitable Giving

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COVER STORY

Are Donor-Advised Funds a Suitable Method for Donating to Just Causes?

By Bridger Cummings

Charitable giving can quickly become complicated, and DAFs offer a host of solutions to struggles that many would-be donors experience.

 

 

 

 


PRACTICE MANAGEMENT

Always Be Hiring: The Three Essential Skills for Building the Right Team

By Gerry Herbison, DBA, CFP®, ChFC, CASL, CLF

Creating your dream team requires constant vigilance for quality candidates and offering the right incentives.

 

FEATURE

Contingency Fund: Individual Retiree Risk Management

By Jason K. Branning, CFP®, RICP, and M. Ray Grubbs, Ph.D.

An emergency fund is only one part of a client’s contingency fund. Use an active risk selection matrix to aid in decision-making.
 

CONFERENCE GUIDE

In the Spotlight

Keith Ferrazzi on Understanding Co-creation and Collaborating with Clients

Accolades

FPA Members Lead by Example


FPA NEXT GENERATION PLANNER

Featured Article

Opening the Door: Welcoming Students and Career Changers to Financial Planning

By Daniel Yerger, CFP®, ChFC, AIF, CDFA

Tips for the NexGen Community

The FPA Community Weighs in on Future Trends

 

Planning a STUDY GROUP?  Check out suggested questions and other resources to make your study group a success!


COLUMNS

Retirement
Women and Charitable Giving

By Alexandra Armstrong, CFP®, CRPC

Women generally donate more than men, and their donations are set to rise as they inherit more wealth

Your Practice
Why—And How—Planners Need to Audit Their Tech Stack

By Charesse Spiller

Practice leaders need a clear view of their firm’s tech capabilities and costs to streamline their operations and know what features are needed or can be removed.

Digital Assets
Is it Time to Add Bitcoin to Your Clients’ Portfolios?

By Ivory Johnson, CFP®, ChFC

The same process one would apply to the current menu of asset classes when building a portfolio should be applied to digital assets.
 

RESEARCH

The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment

By Megan McCoy, Ph.D., LMFT, AFC, CFT-I; Ives Machiz, CFP®; Josh Harris, CFP®, AFC; Christina Lynn, CFP®, AFC, CDFA; Derek Lawson, Ph.D., CFP®; and Ashlyn Rollins-Koons

Technical skills aren’t enough to earn clients’ trust. New research identifies five antecedents to building trust and getting client buy-in.

Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits. 


DEPARTMENTS

STARTING THOUGHTS

Serving a Greater Purpose

By Danielle Andrus

OBSERVER

Are Americans Donating Less?

Stat Bank

Q&A

Sallie Krawcheck on Empowering Women in Uncertain Times

JFP ACADEMICS

Upcoming Research



IN CASE YOU MISSED IT

The Role of Financial Planners on African American Business Owners’ Personal Credit and Access to Capital

By Leon Chen, Ph.D., FRM; Sophia Duffy, J.D., CPA; and Daniel Hiebert, Ph.D., CFP®

African American business owners face challenges that White entrepreneurs don’t. Learning how to address them as a planner will help close the wealth gap that currently exists.

 

Digital Edition

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