Charitable Planning

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Foundations And Real Estate Donations

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While some dismiss the idea of donating real estate, there can be good reasons.

Vanguard Charitable Donations Rise 45% In 2024

by FA Staff

Doctors Without Borders and World Central Kitchen were the top grant recipients.

Bezos's Parents Donate $186 Million In Foundation's Biggest Gift

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The parents of the world's second-richest person owe their wealth to being very early investors in Amazon.com.

Talking About Charity Is Good For Clients And Advisors, Fidelity Charitable Says

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Donors are becoming savvier about the advantages of donor-advised funds, Fidelity says.

The Whole Philanthropic Picture

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There are both emotional and rational benefits of holistic advice, which should include philanthropy.

Ken Griffin Makes Largest Gift In Chicago Since Departing For Miami

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The billionaire hedge fund founder announced a $10 million gift to Northwestern Medicine.

Inflation-Adjusted Charitable Giving Declined In 2023, Report Says

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Donations are being driven by the wealthy, the Giving USA Foundation report said.

What Is Planned Giving?

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And why should it matter to your wealthy clients?

French Gates' Unconditional Millions Bring Doubt, Then Delight

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It's a departure from the bureaucratic structure of the Gates Foundation.

Who Is The Next-Gen Investor?

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Younger clients are changemakers who value impact and technology.

Philanthropists Up Ante When Disaster Strikes, Vanguard Charitable Says

by FA Staff

Charitable giving for emergencies leads to more overall donations, the donor-advised fund organization said.

Foundation Source Appoints Two New Executives

by FA Staff

The move sets Foundation Source up for future growth, the organization said.

How Foundations Aid Tax Planning

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These charitable giving vehicles allow clients to earn tax savings on appreciated assets.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Unlocking A $30 Trillion Opportunity

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Charitable giving know-how is essential for supporting wealthy women

When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Fortune Of Top Warren Buffett Investor Will Fund Free Medical School In Bronx

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Ruth Gottesman's husband made almost $3 billion after being an early investor in Berkshire Hathaway.

Proposed Federal DAF Rules Could Shut Down Some Charities, Attorney Says

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New donor-advised fund regulations will dry up charitable contributions, Holland & Knight attorney Andrew Grumet argues.

Foundation Source Is Expanding Services For Private Foundations

by FA Staff

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

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