CHARITABLE GIVING

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Foundations Set Up By The Rich Are Increasingly Using Charity Loophole

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DAFs allow donors to get an upfront tax break and then are used to administer grants.

Wealthy Use Loophole To Reap Tax Breaks, And Delay Giving Away Money

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Foundations shift billions to donor-advised funds and skirt laws requiring transfers to the needy.

Community Generosity Pays Off In Advisor Recruitment, Retention

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Firms with meaningful giving programs find a second benefit for themselves.

Many Charitable Donors Eschew Advisors, Edward Jones Survey Finds

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Less than a quarter of donors plan to consult a financial advisor about charitable giving, a company survey says.

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

New Donors Fueled 2021 Rebound In Charitable Giving, BNY Mellon Says

by FA Staff

Healthcare saw the largest increase in donations.

Aid To Ukraine Spurs Increased Giving, Fidelity Charitable Says

by FA Staff

Donations increased for the first half of the year despite a market downturn and inflation, the charity said.

3 Things To Know When Advising Private Foundations

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Understanding foundations' operational needs is essential to giving them helpful guidance.

Estate Planning In This Particular Time Of Uncertainty

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Estate planning techniques and strategies that should be considered now.

Advisor Coach Finds Fulfillment In Charitable Causes

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Erin Botsford directs much of her training program revenues to helping orphans in Zambia.

Bill Ackman Donates $18,000 For Toddler Orphaned In Highland Park Shooting

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In the aftermath of the shooting, Ackman took to Twitter to decry the mass shootings in the U.S.

Emotional Wellness

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It's the young and the old who suffered the most severe psychological scars.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

Do Your Go-Getter Clients Need An Outlet? Try Philanthropy.

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When professional leadership, entrepreneurial skills and philanthropy intersect, it can accelerate progress that's been stalled for decades.

A 30-Year-Old Crypto Billionaire Wants To Give His Fortune Away

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Sam Bankman-Fried drives a Corolla, sleeps on a beanbag and has a Robin Hood-like philosophy.

Helping Ukraine

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Charitable clients and foundations wanting to take action should consider both the region's immediate and long-term needs.

TIFIN Broadens Charitable Giving Capabilities With Amicus.io Acquisition

by FA Staff

Louise offers a digital software platform for financial advisors to give clients a personalized donor-advised fund.

Ukrainian-American Advisors Work Overtime To Serve Community

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With close ties to Ukraine, they're helping fellow citizens here and abroad.

Helping Ukraine: How Charitable Clients And Foundations Can Take Action

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Meeting both immediate and long-term need is imperative.

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