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Grants made through Schwab Charitable donor-advised funds grew to $928 million in 2014.
The efforts Of Bill Dwyer and several heart-rending stories are elevating the profile of Invest In Others, a charitable foundation that recognizes advisors' philanthropy.
The plan would raise the top capital gains rate to 28 percent, impose tax increases for high earners, limit tax breaks for 529 plans and take other steps to pay for new programs.
Establishing a private foundation can be less expensive than many advisors and their clients think, with an initial contribution as low as $500,000.
Groups connected to higher education, medical research and cultural institutions are flush, but charities that rely on smaller individual gifts are lagging behind.
Most affluent Americans are increasing or maintaining their holiday spending, a new study says.
U.S. philanthropists took eight of the top 10 spots in a list of the 10 largest single charitable donations of 2014.
Charitable donations made on #GivingTuesday and awareness of the day have increased, supporters say.
AssetMark announced it will donate $100,000 over five years to the Foundation for Financial Planning.
Private foundations have experienced growth in asset levels since 2008, but not all have recovered at the same rate, a new study says.
Most investors do not understand how to find a private placement opportunity that would meet their risk profile.
Entrepreneurship can be viewed as an alternative asset class and source of retirement income, maintains columnist and advisor Robert Laura.
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