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Charitable Planning

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Championing ‘Grief-Sensitive Schools’

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New York Life’s program helps educators in local schools tap the guidance and resources they need to better aid their grieving students.

College Endowments Hit Record Values, And Maybe Ire Of Lawmakers

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Complaints by colleges about new taxes on their endowments is falling on deaf ears.

The Super-Rich Are Stockpiling Wealth In Black-Box Charities

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Critics say donor-advised funds may slow the flow of money directly into nonprofits that serve the needy.

Yale's Endowment Won't Invest In Outlets That Sell Assault Weapons

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The policy applies to traditional retail distributors, promoters and dealers.

MIT's Endowment Chief Delivers Better Returns For Lower Pay

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MIT beat eight of the 10 richest college endowments through June 2017.

Many Donors Abandon Charities After A Year

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The Fundraising Effectiveness Project says charitable giving is up but the retention rate hovers in dangerous territory.

Wealthy Clients Want To Know How Tax Reform Will Hit Them

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Advisors report hearing multiple assumptions and concerns regarding 2017's Tax Cuts & Jobs Act.

83-Year-Old Charity Luminary Starts New Firm

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The co-founder of a well-known donor advised fund is ready for act two.

How Advisors Help HNW Clients ‘Collaborate’ On Divorce

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They help splitting spouses retain more wealth for themselves, their kids and their charities.

Independent Advisors Should Try Harder To Recruit, Train Young Talent

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The president of a $3 billion hybrid RIA says many older advisors aren't doing enough.

Top Trends In Charitable Giving For High-Net-Worth Individuals

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Here are a few vehicles and concepts that high-net-worth donors should be considering.

Women More Charitable Than Men, Study Says

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Giving to charity is a higher priority for women and married couples than it is for single men, the study found.

Philanthropy Becoming More Important To Advisors

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More clients are giving high ratings to their advisors for help with philanthropy, says U.S. Trust.

Donor Giving Through Schwab Charitable Increases 20% Over Last Year

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Humanitarian organizations are the top recipients of charitable grants, the donor-advised fund says.

Low-Cost, Local Marketing Can Enhance Advisor Growth

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Focusing outreach on a local level can go a long way toward building your advisor practice, this consultant says.

How Advisors Discover Useful Planning Clues From Wealthy Client Tax Returns

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A client's tax return may be a fertile source for guidance on financial planning strategies.

Cultivating Ultra-Affluent Investors

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You need to know the difference between investment management and wealth management.

Fidelity SRI Seminar Offered Online

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The one-hour seminar is designed to help advisors assist clients in SRI investing.

Trump Foundation Sued By New York For Violating Charity Law

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Prosecutors allege the foundation operates without any oversight by a functioning board of directors.

Charitable Giving Up 5.2% In 2017 Despite Tax Changes

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It's still unclear how federal tax changes will impact donations in 2018, philanthropy organizations said.

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