CHARITABLE GIVING

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Stanford's $1.39 Billion Haul Makes It Biggest Fundraiser

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The school narrowly edged out Harvard for the top spot among U.S. universities.

Goals-Based Retirement Withdrawals Are All The Rage

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PIMCO is among the companies implementing strategies for decumulation and income in retirement.

Investors Continue To Give At Elevated Pandemic Levels, Vanguard Says

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Homelessness and hunger are focuses for donors to Vanuguard Charitable.

Questions To Ask Clients About Their Charitable Giving

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Twelve questions to ask clients to help you begin the charitable planning conversation.

A Report On Family Foundation Endowments: Top 3 Takeaways

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Family philanthropy remains strong and a driving force for social change.

The Perfect Christmas Gift? Cash.

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The average yearly cost of Christmas gifting is $650 per person, writes Teresa Ghilarducci.

Tech Platform Integrates Charitable Planning With Other Assets

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Fintech firm Amicus.io is expanding its platform, which combines donor-advised fund planning with other client assets.

How Your Clients Can Give To Charity

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There are many ways your clients can give to charity. It's important they understand their options.

How Clients Can Gift And Protect Assets At The Same Time

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Charitable giving strategies also afford opportunities to protect wealth, advisors say.

Every Dollar Counts: Helping Clients Evaluate A Nonprofit

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Ten questions to ask before making a donation.

The Smart Way To Fund A Charitable Donation

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Clients need to know that smart donations can help them avoid capital gains taxes, says one advisor.

Time Is Running Out To Use Ed Slott's 'Mega-QCD' Strategy

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Ed Slott's "mega-QCD" strategy could lower taxes and required minimum distributions for retirement-age clients.

5 Tips To Maximize Clients' Year-End Giving

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How to make charitable contributions go further.

Should Affluent Clients Wait A Year To Make Big Donations?

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The unsettled tax picture in Washington, D.C., means the decision involves some guesswork.

Lessons Learned … To Be Continued

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When it comes to things like the Covid-19 pandemic, you have to learn how to change a client's narrative when they are still in crisis.

Digital Assets Can Spark Philanthropy, Fidelity Charitable Says

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Millennials' comfort with cryptocurrency investments can help increase giving, said the charity.

Wealthiest U.S. Foundations Lean More On Diverse Asset Managers

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The amount of foundation assets invested with diverse-owned firms increased 13.3%.

Affluent Households Stepped Up Generosity In 2020, Study Finds

by FA Staff

Bank of America and Indiana University found that 48% of wealthy donors are giving more on average.

Pandemic Continues To Boost Philanthropic Giving

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Vanguard Charitable saw its third consecutive record-setting year for charitable giving.

5 Things To Know About High-Net-Worth Family Philanthropy

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Family philanthropy is a key driver of social change.

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