CHARITABLE GIVING

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Making A Strong Giving Statement

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Mission statements are important for foundations, but they're most effective when allowed to evolve.

Navigating Charitable Bequests: Risks And Rewards For Early Planning

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It is crucial to assist philanthropic clients in determining suitable assets for charitable giving.

Getting The Kids Involved

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When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.

Helping Clients Align Their Assets And Values

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Impact investing has gained popularity with charitable donors and foundations.

How To Correctly Navigate Private Foundation Tax Rules

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Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.

How The Next Generation Will Give

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A concept called “trust-based philanthropy” is going to resonate with younger givers.

Directions For The Philanthropic Journey

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Depending on where they are in their giving, you'll have to ask your clients different questions.

Too Much Of A Good Thing

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This advisor used a charitable remainder unitrust to help a client unload company stock.

Elon Musk Nears World's Richest Title Again

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A 70% surge in Tesla's share price is pushing Musk back towards the top of lists of the world's wealthiest people.

The Case For More Expansive Wealth Management

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You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

Five Ways To Strengthen Family Ties

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What are the benefits of having a family foundation?

The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

Tax Strategies For Clients With Extra Cash

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The clock is ticking for the implementation of tax strategies for cash-rich clients.

A Powerful New Tool Transforms How Billionaires Give Fortunes Away

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The vehicle drew controversy in the past decade as a “dark money” political giving tool.

Foundation Source Challenges Donors To Put Fun In Giving

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The organization's giving guide includes suggestions for including family members and friends in giving.

How To Help Clients Make Their Philanthropy Count

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These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.

There's More To Year-End Taxes Than Harvesting 2022's Losses

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An EisnerAmper pro suggests five strategies to help clients save on their tax bill.

How Fidelity Investments Built America's Biggest Charity

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Donor-advised funds now often come highly recommended by charitable giving experts because they convey an ability to "bunch" donations.

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

Five Strategies For Advisors To Lower Clients' Taxes Through Giving

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A tough economic year opens options for clients to benefit from doing good, experts say.

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