CHARITABLE GIVING

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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.

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.

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