Charitable Planning

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Pearson Brothers Give $100 Million To University Of Chicago

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The University of Chicago received a $100 million pledge, the second-largest in its history, from a pair of entrepreneurial twin brothers to create an institute to study global conflicts.

All In The Mission

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PRIs are investments made purely to fill a private foundation’s charitable mission.

Donors Lack Charity Plans, Fidelity Says

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Most philanthropists working with Fidelity Charitable know what they want to give and to whom, but do not have a written plan setting their charitable goals, a new survey says.

Billionaires Find Buffett’s Giving Pledge Easy To Sign

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Billionaires signing the pledge to give away half their money can bring themselves glowing press coverage, but less publicized is the fact that signatories are under no legal obligation to donate any...

MacArthur Foundation Leaves Russia Amid NGO 'Witch Hunt'

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The MacArthur Foundation, the U.S. non-profit that awards “genius grants” to exceptionally creative people, is closing its Moscow office after Russian lawmakers branded it a threat to the country.

Donor Advised Funds Increase Giving

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Schwab Charitable and Fidelity Charitable report increased giving, including efforts to help earthquake victims in Nepal.

Republican Rand Paul Wants $2 Trillion Tax Cut With 14.5% Flat Rate

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His plan to overhaul the U.S. tax system calls for a 14.5 percent federal flat tax for consumers and companies, the elimination of almost all deductions and more.

The Colony Group Forms Women's Program

by FA Staff

The first discussion of the new group focused on philanthropy.

Advisors Need Deeper Discussions On Charity

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Most philanthropic individuals are not discussing long-term charity goals with their advisors, Fidelity Charitable says.

The Benefits Of The Charitable Giving Talk

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If advisors don't start the conversations about charitable giving with their clients, the clients will turn to other people.

Foundations Give More Than Required, Survey Says

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Foundations saw a lower growth in assets last year, but continued to make higher-than-required grants, says Foundation Source.

Peer-To-Peer Lenders Shake Up Business Loan Market

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The budding online peer-to-peer business lending industry is finding success through healthy returns and quick loan application processing.

Help Clients To Help Others, Fidelity Officials Say

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Advisors could be missing the chance to extend and improve relationships with their best clients, a Fidelity Charitable official said after a recent charity event.

Wealthfront CEO Says Google, Apple Won’t Be Advisors’ Competitors

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Google and Apple may be staying away, but Bank of America’s Merrill Lynch is poised to make a new marketing push to lure the savings of the 70 million strong group of millennials.

Advisor Gets Chance To Live Because Of Co-Workers' Extraordinary Efforts

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A 48-year-old co-founder and managing director of an RIA firm is scheduled to receive a bone marrow transplant that may save his life.

Practicing Tax-Smart Philanthropy With Appreciated Assets

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Donor-advised funds can help facilitate the conversion of appreciated assets into tax-effective charitable contributions.

Fidelity Charitable Says Grants Increase 24% Last Year

by FA Staff

Fidelity Charitable, a donor-advised fund, increased its grants while donors also volunteer their time, Fidelity says.

Schwab Charitable Gifts Up 25 Percent Last Year

by FA Staff

Grants made through Schwab Charitable donor-advised funds grew to $928 million in 2014.

Under Dwyer, The Invest In Others Charity Expands Its Reach

by FA Staff

The efforts Of Bill Dwyer and several heart-rending stories are elevating the profile of Invest In Others, a charitable foundation that recognizes advisors' philanthropy.

Obama Tax Agenda Widens Partisan Gulf As He Seeks Redistribution

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The plan would raise the top capital gains rate to 28 percent, impose tax increases for high earners, limit tax breaks for 529 plans and take other steps to pay for new programs.

[1]  17 18 19 20 21 22  [22]