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CHARITABLE GIVING

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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

by FA Staff

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.

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.

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