Paperless donations were particularly helpful in wake of the Maui wildfires, Vanguard Charitable said.
Young investors are more likely than baby boomers to seek planning for life goals, a new study shows.
While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.
Mission statements are important for foundations, but they're most effective when allowed to evolve.
It is crucial to assist philanthropic clients in determining suitable assets for charitable giving.
More than one million grants were made by the charity's donors in fiscal 2023.
Foundation Source said its software is designed to simplify tasks for advisors.
When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.
Impact investing has gained popularity with charitable donors and foundations.
Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.
A concept called “trust-based philanthropy” is going to resonate with younger givers.
Depending on where they are in their giving, you'll have to ask your clients different questions.
Some foundation creators are adding equities to their foundation assets, the support organization said.
You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.
One in four grants were made to organizations the donors had not previously supported.
The clock is ticking for the implementation of tax strategies for cash-rich clients.
The goals of philanthropists are changing, say these experts.
What are the benefits of having a family foundation?
He was an icon of effective altruism, but some nonprofits turned his money down.
The vehicle drew controversy in the past decade as a “dark money” political giving tool.