CHARITABLE GIVING

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Billionaires Urge Tax Reform To Free $1 Trillion For Charity

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Recommended reforms include making deductions for giving available to those who don't itemize.

It’s A Good Time To Consider Donor-Advised Funds For Giving And Tax Reasons

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Time Value Of Philanthropy

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Four key considerations for philanthropic organizations as they assess their grant making moving forward.

Ray Dalio Donates $50 Million To Fight Health-Care Injustice

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The Dalio Center for Health Justice will focus on reducing differences in access to quality health care.

Now's An Ideal Time To Use Donor-Advised Funds For Giving—And Tax Breaks

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Covid-19 Relief Drives Vanguard Charitable Grants To New Highs

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Grants to religious organizations come in second after pandemic relief.

Ric Edelman's Year-End Tax Strategies

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Investors must take advantage of year-end tax strategies now, says the high-profile advisor.

Fed's Main Street Lending Program Open For Nonprofit Borrowers

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The loan volume for the program, which has the capacity to lend $600 billion, has so far disappointed.

Apple's Tim Cook Is Poised To Get $279 Million Annual Stock Payout

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Cook said in 2015 that he plans to give most of his fortune away.

Doris Buffett, Philanthropist Sister Of Warren, Dies At 92

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Doris Buffett gave life-changing gifts to people down on their luck.

Charities May Face Increased Competition For 2020 Donations

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The pandemic's impact on fundraising events means charities will have to find alternative ways to solicit donations.

New Tax Breaks Can Help Affluent Clients Use Investments For Giving

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Pandemic relief has opened the doors to new charitable giving strategies.

Rich Americans Are Donating More From Huge Charity Stockpiles

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Wealthy Americans are drawing down their donor-advised funds as the coronavirus exacerbates community needs.

Donor-Advised Funds Assert Predominance In 2020’s Time Of Need

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DAFs are giving donors an additional way to further align their investments and their intentions.

5 Ways To Deepen Client Relationships Through Philanthropy

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It’s more important than ever to have a high emotional IQ in client conversations.

The Tax Rule That Inspired Billionaires And Movie Stars To Back Climate Moonshots

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Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.

Ed Slott On Why 2020 Offers Unique Retirement Income Opportunities

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Life insurance has become more favorable as an estate planning tool under new rules.

Mega-Rich Urged To Unleash $121 Billion For Desperate Charities

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The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.

Charitable Donors Get New Perks From CARES Act

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Pandemic relief legislation and plummeting valuations can work to the benefit of wealthy clients.

LPL Provides $1 Million In Aid To Non-Profits

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Many of the programs are using the donations to help families cope with the Covid-19 epidemic.

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