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]

Outperforming Fund At NC State's Endowment Is Also Sustainable

by

The university got a gift of $50 million, but every cent had to be invested in a “socially responsible fashion.”

N.J. Warns IRS Against Banning Property Taxes As Charitable Gift

by

The state's attorney general warned the IRS he will fight challenges to a law preserving property-tax deductions.

Men More Likely To Substitute Impact Investing For Charitable Giving, Study Says

by

Impact investors tend to be younger, more highly educated and more affluent, a study says.

Foundations Can Use Advisors’ Help Giving Money Away

by

Advisors can play a key role by helping foundations analyze how much to give to different organizations.

America Portfolios Raises $100,000 For Disabled Veterans

by

The broker-dealer participated in a charity bike ride stretching from Washington, D.C., to Gettysburg, Pa.

Endowment Tax Repeal Finds Supporters In Both Political Parties

by

Each of the eight House sponsors have ties to schools, mainly as alumni, that may pay the tax.

New Money On West Coast Flexes Crypto Muscle To Help Homeless

by

Tech moguls in San Francisco gave crypto coin to fight poverty.

Devil In The Details For Philanthropy, Advisors Say

by

Keeping clients well informed about their giving options is vital, advisors at the FA women's conference said.

Donor-Advised Funds In The Era Of Tax Reform

by

How did recent changes in the tax law affect giving to these popular vehicles?

How Firms Can Best Enable Hybrid Advisors To Deliver Charitable Giving Solutions

by

With tax season top-of-mind, savvy hybrid advisors can use turnkey charitable giving solutions to differentiate themselves.

Nonprofits Better At Meeting Fund-Raising Goals In 2017

by

Colleges and universities were the nonprofits most likely to meet their targets, a new survey says.

Estate Planners Give Back To American Cancer Society

by

Two attorneys who work with clients on legacy planning are acknowledged for their fund-raising planning.

Pershing Sees No Evidence Of 'Fee Compression' Among Elite RIAs

by

Informal polling and increasing RIA revenues point to fee compression as being a "myth," a company executive said.

Giving Among The New Wealthy

by

The demographics are going to be changing among high-net-worth investors, and that will have a dramatic impact on charitable planning.

Fidelity Charitable Hits Early-In-The-Year Record

by

Fidelity Charitable donors have already topped the $1 billion mark in grants for 2018.

Five Ways To Navigate Clients Through The New Tax Laws

by

Step one: Make sure clients don't get too optimistic and withhold too little to pay their taxes the following year.

Tax Changes Could Enhance Charitable Giving, Schwab Exec Says

by

Clients could end up with a larger pool of assets to use for charitable gifts, the head of Schwab's donor-advised fund said.

How The 2018 Tax Law Increases Charitable Giving Deductions

by

The new tax law for charitable giving is a mixed bag of good and bad.

Mass Mutual: New Study Links Financial Well-being With Community Involvement

by

Community involvement is linked to higher levels of financial security.

Charities Face Uncertainty With New Tax Laws, Report Says

by

The rate of economic growth will likely determine how deeply tax reform impacts charitable giving, a new report said.

[1]  9 10 11 12 13 14 15 16   [22]