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CHARITABLE GIVING

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Tech Comes For Philanthropy

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With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

Chicago's Wealthy Raise $66 Million For Fight Against Crime

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The donors include the Crown and Pritzker family foundations.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Why Wealth Managers Miss Philanthropic Opportunities

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There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Stocks As Gifts For The 2023 Holidays

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Stocks as gifts for children and young adults help to promote financial literacy and build savings.

Meeting The Needs Of Givers

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To help philanthropic clients, you need the right mindset, skills and resources.

The Next-Gen Lessons Behind Giving Tuesday

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The Giving Tuesday marketing blitz can be used to capture the attention of the next generation.

Build Better Client Relationships Through Philanthropy

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Advisors who deliver complete wealth and philanthropic solutions will find more high-net-worth clients.

Morningstar Compares Fidelity, Schwab And Vanguard's Donor-Advised Funds

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As investors wrap up 2023 charitable donations, Morningstar explains how Fidelity, Schwab and Vanguard funds differ.

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

A Direct Impact

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Foundations can help by sometimes giving directly to people. But watch for the tax implications.

Unmasking Self-Dealing: Navigating The Pitfalls Of Private Foundations

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By following certain guidelines, private foundations can minimize the risk of self-dealing.

Soros Shutters Offices Across $25 Billion Philanthropy Empire

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The hedge fund titan's charity doles out more than $1 billion in grants annually.

Wealthy U.S. Households Pulled Back On Charitable Giving In 2022

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The decline follows an surge in giving in 2020, when the pandemic and social unrest fueled more donations.

The Gift Of Collectibles

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Those wanting to give away art and other valuables might consider a private foundation.

Soros Son's New Shakeup Puts $25 Billion Philanthropy On Hold

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The Soros foundation's second revamp in three years has brought a new round of job cuts.

Why Gifting To Clients Is Still Key For Retention, Referrals

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Gifting to clients has never been more important, firms say.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Making A Strong Giving Statement

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

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