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Charitable Planning

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Schwab Charitable Grants Grow

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Schwab Charitable distributed more than $1 billion to 58,000 charities on behalf of donors in 2015.

Finally, A Reliable Path For Retirees To Donate To Charity

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The U.S. budget approved in December turned a smart tax and estate planning tool into a reliable one.

The $1 Million Plus 401(k) Plan

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Planning strategies for clients with 401(k) plans that have large positions in company stock.

Sun Belt, Rust Belt States Rule List Of Nation's Scrooges

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WalletHub has ranked the nation's least charitable states, with northeast, Rust Belt and Sun Belt states ranking among the U.S.'s Grinches.

Top 10 Most Charitable States

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A 2015 study by WalletHub found that Republican-leaning states display more charitable giving and volunteerism, on average, than Democratic states.

Charities Might Collect Donors’ Social Security Numbers

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The IRS has proposed charities collect Social Security numbers for donations of $250 a more.

UHNW Millennials Flex Muscle In Family Philanthropy, Study Says

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Millennials in ultra-high-net-worth families are having the most influence on matters involving impact investing and philanthropy, according to a new study.

Are Women More Generous Than Men?

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When it comes to giving to charity, women are in the driver's seat, according to a new survey.

When People Are Hurting, Americans Are Helping

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Americans reach out to help, not only in international emergencies, but on a regular basis through philanthropy.

Five Reasons To Lead With Philanthropy

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Expertise in the space can differentiate an advisor and help her appear well-rounded and capable.

Drexel Hamilton Helps Vets

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Drexel Hamilton, a broker-dealer, is partnering with Combined Insurance to support wounded veterans.

Retirees Like Impact Investing

by FA Staff

A new study from Merrill Lynch and Age Wave shows retirees want to have more influence on environmental and social issues when they invest.

Want Social Change With Donations? Act Like Venture Capitalists

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Philanthropists who want to help change the world need to act more like venture capitalists -- carefully vetting, then betting on organizations with big ideas, according to a new report.

Bitcoin Can Be Used In Donor Advised Funds, Fidelity Says

by FA Staff

Fidelity Charitable is making it possible for donors to give bitcoin to charity.

Meet Three Women Shaking Up How Wall Street Parties For Good

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Here’s to the brainy women who make charity parties more interesting, like Ann Tenenbaum, Allison Mignone and Amabel James.

Empowering Women Drives Impact Investing

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Nearly 300 investors, advisors, asset managers and others at a High Water Women impact symposium heard key reasons this kind of investing is on the upswing.

Merrill Lynch: Potential Giving Of Older Americans 'Vastly Underestimated'

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Charitable giving of time and money will grow dramatically in the next 20 years because people will live longer and have more money than past generations, says a new study.

Don't Wait; Have The Charitable Conversation With Clients Now

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By initiating the charitable discussion now, you can help your clients be more efficient donors.

Schwab Charitable Donations Go To Global Disasters

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Schwab Charitable launches its first Annual Giving Report.

McGee Wealth Management Helps Build Houses

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Members of the wealth management firm give time to Habitat for Humanity.

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