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CHARITABLE GIVING

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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

by FA Staff

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.

Fidelity Charitable Expects Giving To Reach Record High In 2019

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Grant making by Fidelity Charitable is expected to grow by 37% this year, the donor-advised fund announced.

New Family Foundations Focus On Public Policy, Impact Investing

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Foundations created before 1970, meanwhile, are more likely to be focused on education, a new study says.

Impact Investing Not Understood By Many Advisors, Fidelity Charitable Says

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Only 49% of advisors feel impact investing is a long-term trend, according to a Fidelity Charitable survey.

Fidelity Grants Support Charity 'Infrastructure'

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Fidelity Charitable Trustees' Initiative provides grants to support research and advocacy for nonprofits.

U.S. Charitable Dollars Often Stay Close To Home

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Donation trends show U.S. philanthropists are quick to respond to causes in their communities, Fidelity Charitable says.

Clients Asking For Impact Investing Choices In Donor-Advised Funds, RIA Says

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Clients want to make a bigger difference with their money on causes that matter to them, she says.

Tax Reform Doesn't Mean The Benefits Of Charitable Giving Have Ended

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Advisors say there are still ways for charitable clients to reap the tax advantages of giving.

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