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Charitable Planning

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Harvard Tops Fundraising As U.S. Colleges Reap A Record $43.6 Billion

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They got a record $43.6 billion in charitable contributions in FY 2017.

Philanthropy In The Post-Tax-Overhaul World

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Some charitable giving could take a hit, but it’s not all doom-and-gloom.

Tax Reform Spurs Charitable Giving In 2017, Schwab Says

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The bull market and U.S. natural disasters also fueled charitable giving, Schwab's donor-advised fund said.

How To Help Clients Who Just Established DAF Accounts

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Here are some steps advisors and their clients should take after setting up a DAF account.

State, Local Tax Deduction Still A 'Moving Target'

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Advisors should brace for changes in the GOP's tax reform plan, including the cap on local tax deductions, this planner says.

Hedge Funds Donate To Charities To Help Raise Assets, Study Says

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Charitable gifts boost firms’ net inflows by 9% on average.

Giving Smarter

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Philanthropy can’t stop right after a disaster. Donor-advised funds are one way to keep the donations flowing.

New U.S. Tax Law Could Curb Charitable Donations

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New tax laws could strip away one of the key motivators of year-end giving.

Advisors Can Provide Direction To Young Donors On Charitable Giving

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Millennials and Gen Xers want to have more local impact from their philanthropy, say four authors.

Betterment Provides Charitable Giving Ability

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The robo-advisor is adding more financial planning services.

Americans Want To Donate More, But They’re Afraid

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Fidelity Charitable says would-be donors are worried about their own finances.

Financial Planning Can Help Save Lives

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Cancer doesn’t care who you are but financial planning can ease the pain.

Edelmans Donate $25 Million To Alzheimer’s

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The couple’s donation is part of a global crowdsourcing effort to combat the dreaded disease.

Looking For Happiness? Give Money To Charity, Survey Says

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People who give money to charity are generally happier than people who don't, a new survey says.

Cultivating Next Generation Clients May Start With Taking Out The Trash

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Want to teach financial literacy to very young children? There's an app for that.

Advisor Foundation Looks To Free Cancer Patients From Financial Stress

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The Foundation for Financial Planning is launching a pro-bono program to help cancer patients and their families.

State Regulators Find 700 Cybersecurity Flaws At Advisor Firms

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Top cybersecurity deficiencies include inadequate cybersecurity insurance or none at all, according to the report.

Millennials Are Materialists Too, And Money Can Buy Their Happiness

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Millennials value happiness as much as money, but it depends somewhat on their financial standing.

Talk With Clients Now About Charitable Plans And Avoid Year-End Stress

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Seven reasons both clients and advisors will benefit from starting the conversation now.

Estate Tax Repeal Could Cost Charities, Attorney Says

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President Trump vowed to repeal the estate tax, which could reduce charitable donations, this estate planning attorney says.

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