Charitable Planning

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Foundation Source Is Expanding Services For Private Foundations

by FA Staff

The firm has acquired PG Calc, a support organization for charitable programs.

Fidelity Charitable Donors Set Giving Record

by FA Staff

Despite economic uncertainty, donors authorized $500 million more in grants than a year ago, the charity said.

Tech Comes For Philanthropy

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With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

TIFIN Acquires Charitable Tech Platform

by FA Staff

The acquisition of the Giving Place will enable TIFIN to expand donors resources, TIFIN said.

Chicago's Wealthy Raise $66 Million For Fight Against Crime

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The donors include the Crown and Pritzker family foundations.

Schwab Charitable Donors Had Deep Pockets In 2023

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Despite market uncertainty, donations increased by 31%, Schwab Charitable said.

Why Wealth Managers Miss Philanthropic Opportunities

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There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

Fires And Wars Spur Donors To Generosity, Schwab Charitable Says

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Donors also are responding to ongoing needs in areas like Ukraine, Fred Kaynor said.

Foundations Should Give More In Bull Markets, Pull Back Amid Turbulence

by FA Staff

Foundation Source offers tips for private foundations to safeguard their dry powder.

Vanguard Charitable Launches Giving Tool

by FA Staff

Vanguard Charitable's MyGiving tool is designed to assist donors with their giving goals.

A Direct Impact

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Foundations can help by sometimes giving directly to people. But watch for the tax implications.

Unmasking Self-Dealing: Navigating The Pitfalls Of Private Foundations

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By following certain guidelines, private foundations can minimize the risk of self-dealing.

Soros Shutters Offices Across $25 Billion Philanthropy Empire

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The hedge fund titan's charity doles out more than $1 billion in grants annually.

Wealthy U.S. Households Pulled Back On Charitable Giving In 2022

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The decline follows an surge in giving in 2020, when the pandemic and social unrest fueled more donations.

Soros Son's New Shakeup Puts $25 Billion Philanthropy On Hold

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The Soros foundation's second revamp in three years has brought a new round of job cuts.

PayPal Program Streamlines Giving At Vanguard Charitable

by FA Staff

Paperless donations were particularly helpful in wake of the Maui wildfires, Vanguard Charitable said.

Advisors Should Focus On Young Investors Who Need Charitable Planning, Fidelity Says

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Young investors are more likely than baby boomers to seek planning for life goals, a new study shows.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Making A Strong Giving Statement

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Mission statements are important for foundations, but they're most effective when allowed to evolve.

Navigating Charitable Bequests: Risks And Rewards For Early Planning

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It is crucial to assist philanthropic clients in determining suitable assets for charitable giving.

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