Charitable Giving

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Foundations Give More Than Required, Survey Says

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Foundations saw a lower growth in assets last year, but continued to make higher-than-required grants, says Foundation Source.

Peer-To-Peer Lenders Shake Up Business Loan Market

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The budding online peer-to-peer business lending industry is finding success through healthy returns and quick loan application processing.

Help Clients To Help Others, Fidelity Officials Say

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Advisors could be missing the chance to extend and improve relationships with their best clients, a Fidelity Charitable official said after a recent charity event.

Wealthfront CEO Says Google, Apple Won’t Be Advisors’ Competitors

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Google and Apple may be staying away, but Bank of America’s Merrill Lynch is poised to make a new marketing push to lure the savings of the 70 million strong group of millennials.

Advisor Gets Chance To Live Because Of Co-Workers' Extraordinary Efforts

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A 48-year-old co-founder and managing director of an RIA firm is scheduled to receive a bone marrow transplant that may save his life.

Practicing Tax-Smart Philanthropy With Appreciated Assets

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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

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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.

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