Charitable Planning

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PayPal Program Streamlines Giving At Vanguard Charitable

by FA Staff

Paperless donations were particularly helpful in wake of the Maui wildfires, Vanguard Charitable said.

Advisors Should Focus On Young Investors Who Need Charitable Planning, Fidelity Says

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Young investors are more likely than baby boomers to seek planning for life goals, a new study shows.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Making A Strong Giving Statement

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Mission statements are important for foundations, but they're most effective when allowed to evolve.

Navigating Charitable Bequests: Risks And Rewards For Early Planning

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It is crucial to assist philanthropic clients in determining suitable assets for charitable giving.

Uncertain Economy Doesn't Hinder Philanthropy, Schwab Charitable Says

by FA Staff

More than one million grants were made by the charity's donors in fiscal 2023.

Software Tools Launched For Advisors To Private Foundations

by FA Staff

Foundation Source said its software is designed to simplify tasks for advisors.

Getting The Kids Involved

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When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.

Helping Clients Align Their Assets And Values

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Impact investing has gained popularity with charitable donors and foundations.

How To Correctly Navigate Private Foundation Tax Rules

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Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.

How The Next Generation Will Give

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A concept called “trust-based philanthropy” is going to resonate with younger givers.

Directions For The Philanthropic Journey

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Depending on where they are in their giving, you'll have to ask your clients different questions.

Philanthropists Sticking To Their Giving Strategies, Foundation Source Says

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Some foundation creators are adding equities to their foundation assets, the support organization said.

The Case For More Expansive Wealth Management

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You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

Charity Gifts Increase Despite Down Market, Schwab Charitable Says

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One in four grants were made to organizations the donors had not previously supported.

Tax Strategies For Clients With Extra Cash

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The clock is ticking for the implementation of tax strategies for cash-rich clients.

The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

Five Ways To Strengthen Family Ties

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What are the benefits of having a family foundation?

Sam Bankman-Fried's Red Flags Were Seen In All Corners Of His Empire

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He was an icon of effective altruism, but some nonprofits turned his money down.

A Powerful New Tool Transforms How Billionaires Give Fortunes Away

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The vehicle drew controversy in the past decade as a “dark money” political giving tool.

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