Charitable Giving

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Practicing Tax-Smart Philanthropy With Appreciated Assets


Donor-advised funds can help facilitate the conversion of appreciated assets into tax-effective charitable contributions.

Fidelity Charitable Says Grants Increase 24% Last Year

by FA Staff

Fidelity Charitable, a donor-advised fund, increased its grants while donors also volunteer their time, Fidelity says.

Schwab Charitable Gifts Up 25 Percent Last Year

by FA Staff

Grants made through Schwab Charitable donor-advised funds grew to $928 million in 2014.

Under Dwyer, The Invest In Others Charity Expands Its Reach

by FA Staff

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.

Obama Tax Agenda Widens Partisan Gulf As He Seeks Redistribution


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.

Private Foundation Creation Easier Than Many Believe


Establishing a private foundation can be less expensive than many advisors and their clients think, with an initial contribution as low as $500,000.

Holidays Bring Good Tithings To U.S. Charities Favored By Elites


Groups connected to higher education, medical research and cultural institutions are flush, but charities that rely on smaller individual gifts are lagging behind.

Affluent Americans Giving Back For The Holidays

by FA Staff

Most affluent Americans are increasing or maintaining their holiday spending, a new study says.

The 10 Largest Charitable Donations Of 2014

by PW Staff

U.S. philanthropists took eight of the top 10 spots in a list of the 10 largest single charitable donations of 2014.

#GivingTuesday Is A Hit


Charitable donations made on #GivingTuesday and awareness of the day have increased, supporters say.

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