The Embedded Fintech Opportunity for Charitable Giving. While embedded finance makes all the headlines these days, the broader opportunity for many financial services firms is embedded fintech.

Qualified Charitable Distributions (QCDs): Enable retirees aged 70½ and older to contribute directly from IRAs to qualified charities, lowering taxable income without needing to itemize. Smart ...

Charitable giving can be a meaningful way to create a lasting legacy. Andrea Bruce, Managing Director of Specialty Wealth Solutions at Comerica Wealth Management, highlights essential steps and ...

All these activities are wonderful and laudable. But they’re different from donating to a nonprofit. The significant decline in recent decades in the percentage of households making charitable ...

Charitable giving isn’t just for heavy hitters whose names are etched on plaques on the walls of museums and hospitals. It’s also for generous-hearted people of more modest means who want to ...