CHARITABLE GIVING

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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

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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.

Four Ways To Help Clients Maximize Charitable Giving Impact In 2021

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Financial advisors increasingly offer charitable planning as a way to enhance their value to clients.

Six Scenarios Where Foundations Outshine Donor-Advised Funds

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Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.

How To Incorporate Philanthropy Into Your Practice

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Two advisors weigh in on the benefits of including philanthropy as part of a multi-faceted wealth management protocol.

Blackstone's Junior Employees Just Love This $100,000 Charity Perk

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The Blackstone Gives Back Challenge lets workers compete for an award that goes to their favorite charity.

How DAFs Enable Advisors To Manage Additional Assets

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Here are 10 scenarios in which opening DAFs have led to increased AUM.

Gates Divorce Speeds Divergence Of Separate Investing Goals

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The split throws into question the destination of the Bill and Melinda Gates fortune and the focus of their charitable endeavors.

Why The Richest Americans Can't Give Money Away Fast Enough

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The world's wealthiest may have fortunes growing far faster than their ability to give effectively.

Buffett Exits As Gates Foundation Trustee, Sidestepping Rift

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Warren Buffett has contributed more than $27 billion to the charity over the past 15 years.

MacKenzie Scott Donates $2.7 Billion, Blasts Wealth Gap

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Her ex-husband, Jeff Bezos, has also accelerated his giving.

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