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CHARITABLE GIVING

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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.

Philanthropists And Charities Need To Talk, Consultant Says

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Nonprofits fear their budgets will be cut during the health crisis, says Kris Putnam-Walkerly.

COVID-19 Threatens Donations To Nonprofits After A Down Year

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The global pandemic is expected to lead to a reduction in charitable contributions.

Fidelity Charitable Sees Spike In Donations Focused On Epidemic

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Donors are eager to get advice on how best to provide support for those fighting the outbreak, Fidelity said.

Nonprofits Prepare For The Worst With Wealthy Losing Billions

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The needs of charities are set to soar while the financial situations of many wealthy families have deteriorated.

Foundation Source Acquired By Incline Equity Partners

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The acquisition will enable Foundation Source to expand its services to private foundations.

Four Steps To Help Clients Choose A Charity

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Many clients don’t know how to start narrowing the choices of causes to support.

Donald Marron, Paine Webber CEO Who Played Role In IBD World, Dies At 85

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Marron had a Wall Street career spanning seven decades and was active in the modern art world and philanthropy.

'Tis The Season: Advisors Teach Kids To Create A Plan, Delay Spending And Save

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Advisors and industry executives are working to teach financial literacy to young children.

Tax The Wealthy And Their Charities Will Suffer

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Proposals to tax wealth could devastate the non-profit sector.

IRS Cracks Down On 'Billions' Of Tax Breaks From Land Donations

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Taxpayers and advisors involved in land donation deals have been the focus of more IRS audits.

Wealthy Amass Record $121 Billion In Tax-Sheltered Accounts

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Wary of rising taxes, the wealthy are stockpiling assets in donor-advised funds.

Charitable Donations Directed From IRAs Provide A Tax-Advantaged Giving Strategy

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Underutilized tax code provision can benefit those 70½ and up.

FTC Warns Americans To Watch Out For Charity Scams

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The FTC and other agencies have offered advice for identifying and avoiding charity scams.

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