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Charitable Planning

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Philanthropy Is An Opportuntiy To Serve Couples

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A Fidelity Charitable survey suggests that philanthropy is a good way to get both partners in a couple involved in planning.

Vanguard Charitable Sees Donor Numbers Grow

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Philanthropists giving through Vanguard Charitable distributed $686 million last year.

Fidelity Charitable Increased Grants 15% In 2016

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The donor-advised fund surpassed its anniversary goal of $25 billion in grants in 25 years.

Future Uncertainty Over Taxes Boosts Schwab Charitable Activity

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Schwab Charitable saw a dramatic increase in philanthropic grants compared with 2015.

Donors Predicted To Give More In 2017, 2018

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Philanthropic giving is increasing as the recovery from the recession continues, says a new report.

Beware These 9 IRS Red Flags

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These situations could trigger an audit.

The Size Of Our Heart

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True generosity gives our lives a transcendent vitality.

Four Ways Advisors Can Expand The Impact Of Their Clients Philanthropy

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Helping clients make charitable dollars go further is a benefit to charities, clients and advisors alike.

Making Holiday Giving Effective

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A charity expert and an advisor give tips on how to make sure donations are used efficiently.

How The Trump Rally Could Save Endowments

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The most feasible path for them to fulfill their multiple objectives is by harvesting high markets returns.

Will Trump's Win Change Charitable Giving Patterns?

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Some wealthy philanthropists may be prompted to donate because of proposed tax law changes.

Qualified Charitable Distributions

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These IRA distributions to charity are now permanent and offer some people significant tax savings.

Philanthropic Giving By Women On The Rise

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But men still give more on average to charity than women, according to the Women's Philanthropy Institute.

No End In Sight For Increased Philanthropy

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Donors are setting new giving records and say they plan to continue, according to three new reports.

Private Placement Variable Annuities Are Capturing More Attention

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Tax advantages are the main attraction, and more advisors to the wealthy are asking about the products.

Why Do Retirees Seem So Happy?

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A survey found a variety of reasons why many U.S. retirees are confident and financially satisfied.

These 10 Countries Are Ranked The World's Happiest

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Scandinavia and northern Europe dominated a list of the world's happiest countries.

Advisors' Soft Skills Shouldn't Be So Hard

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If they want to provide holistic advice, advisors have to better deal with death and dying.

New Student Aid Deadline, Application Changes Loom

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Changes to the filing window for a federal student aid application may alter educational planning.

Most Wealthy Americans Close Their Wallets To Politics, Survey Says

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Most high-net-worth investors are sitting out the upcoming elections when it comes to donating money to candidates, a new study says.

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