CHARITABLE GIVING

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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.

Gates Divorce Forces $50 Billion Foundation To Weigh Changes

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It's the latest twist in what appears to be an increasingly acrimonious split.

Wealthy Americans Opened Their Wallets To Pandemic Relief

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A Bank of America philanthropy survey found that affluent Americans responded generously with their donations and time during the Covid crisis.

Helping Families Make The Most Of Their Philanthropy

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Philanthropy is much more than making donations.

Advisor Ventures To A Mountaintop For Grieving Client

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When a beloved client passed away, her husband made a request that took advisor Christopher Bentley's breath away.

Wealthy Clients Might Give More After Biden Tax Changes

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

Discussing Charitable Planning With Clients Who Are Not Philanthropic

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The pandemic has enabled many advisors to re-engage their clients in the charitable planning conversation.

Donor-Advisor Fund Giving Sets New Records

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Giving across all charitable sectors has risen during the past 18 months, according to a new study.

How To Give Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Vanguard Cites Increase In Donor-Advised Fund Giving Amid Covid-19

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Vanguard Charitable said its donors increased their giving to $1.3 billion in the first 10 Covid months.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Pandemic Makes Donors Less Willing To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

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