Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » CHARITABLE GIVING
Charitable Planning
Charitable Tax Planning
Donor-Advised Funds

CHARITABLE GIVING

 1 2 3 4 5 6 7 8   

Should Affluent Clients Wait A Year To Make Big Donations?

by

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

Lessons Learned … To Be Continued

by

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

by

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

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

by

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

by

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

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

by

Family philanthropy is a key driver of social change.

Four Ways To Help Clients Maximize Charitable Giving Impact In 2021

by

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

Six Scenarios Where Foundations Outshine Donor-Advised Funds

by

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

How To Incorporate Philanthropy Into Your Practice

by

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

by

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

by

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

Gates Divorce Speeds Divergence Of Separate Investing Goals

by ,

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

by , ,

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

Buffett Exits As Gates Foundation Trustee, Sidestepping Rift

by

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

by

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

Gates Divorce Forces $50 Billion Foundation To Weigh Changes

by

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

Wealthy Americans Opened Their Wallets To Pandemic Relief

by

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

by ,

Philanthropy is much more than making donations.

Advisor Ventures To A Mountaintop For Grieving Client

by

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

 1 2 3 4 5 6 7 8