Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » CHARITABLE GIVING » Charitable Planning

Charitable Planning

[1]  9 10 11 12 13 14 15 16   [22]

American Donors Need To Use More Strategy, Fidelity Charitable Says

by

Advisors and their clients need to be more strategic in their charitable giving, according to the donor-advised fund.

First-Quarter Charitable Giving Decline Worries Fund-Raisers

by

Declines in gifts and donors has the fund-raising community worried about donations for the rest of the year.

Millennials Give Twice As Much To Charity As Boomers, Gen Xers

by

A Fidelity Charitable survey also found that millennials give more of their time to volunteer work.

MacKenzie Bezos Takes Warren Buffett’s Pledge To Donate Half Her Wealth

by

Bezos, who will win $37 billion in her divorce, will donate half her wealth to charity.

Buffett Charity Lunch Auction Opens On eBay With $25,000 Bid

by

The weeklong auction benefits Glide, whose programs address hunger, poverty and homelessness.

FPA Chapter Providing Pro Bono Services To Be Honored

by

The first Power of Financial Planning Award will be presented at the FPA conference in October.

Families Can Preserve Their Wealth By Talking About It

by

Wealthy families often see their wealth disappear because children are kept out of money matters, this advisor says.

Using IRAs To Make Charitable Donations

by

Retirees over age 70½ who can’t deduct donations this year can use this valuable work-around.

Luxury Billionaires Pledge $339 Million To Restore Notre Dame

by

Some of France's wealthiest business leaders are pitching in to help rebuild the historic cathedral.

Tax Reform Has Made Donor-Advised Funds Far More Popular

by

The increase in the standard deduction has enhanced the ability to use DAFs to save on taxes, advisors say.

How Your Clients Can Use Their IRAs To Make Charitable Donations

by

Retirees over age 70½ who can’t deduct donations this year can use this valuable work-around.

How Clients Benefit From Discussing Charitable Planning With Their Advisors

by

Some of the challenges clients face with charitable planning and how advisors can help them.

How Advisors Benefit From Having Charitable Conversation With Clients

by

Understanding clients’ charitable plans will enable advisors to provide clients with the most appropriate financial plan.

Fidelity Launches Work-Based Charitable Giving Program

by

The platform allows employers to match the charitable donations made by their employees.

UBS Spearheads $3 Million Campaign To Stop Human Sex Trafficking

by

The prevention program targets schools in San Diego, where human sex trafficking is an $810 million industry.

For Mastermind Of College Entrance Scam, Fat Fees Weren’t Enough

by , ,

At the center of the college admissions scandal is a cautionary tale of greed, ambition and hubris.

Parents And Coaches Charged In Vast College-Entrance Scheme

by , ,

A vast college admissions scandal embroils actors, coaches, parents and test administrators.

Simple Estate Planning Choices Can Have A Big Impact

by

Nightmares can be avoided by simply paying attention to a client's beneficiary form, according to Ed Slott and Co. advisors.

Fidelity Charitable Donors Grant A Record $5.2 Billion

by

Doctors Without Borders was the favorite charity among Fidelity's donor-advised fund investors.

Colleges Raise $47 Billion In Ninth Straight Record Year

by

Contributions surged by about two-thirds from donor-advised funds.

[1]  9 10 11 12 13 14 15 16   [22]