Charitable Planning

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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.

Foundation Source Challenges Donors To Put Fun In Giving

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The organization's giving guide includes suggestions for including family members and friends in giving.

How To Help Clients Make Their Philanthropy Count

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These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.

Financial Finesse Teams With NFL Player's Fundraising Platform

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Financial Finesse Ventures is providing initial funding for Rayze, a platform started by NFP player Carl Nassib.

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

Five Strategies For Advisors To Lower Clients' Taxes Through Giving

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A tough economic year opens options for clients to benefit from doing good, experts say.

Foundations Set Up By The Rich Are Increasingly Using Charity Loophole

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DAFs allow donors to get an upfront tax break and then are used to administer grants.

Private Foundations Increased Giving Again In 2021, Report Says

by FA Staff

A boost in giving that started with the Covid pandemic seems to be continuing, Foundation Source said.

Wealthy Use Loophole To Reap Tax Breaks, And Delay Giving Away Money

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Foundations shift billions to donor-advised funds and skirt laws requiring transfers to the needy.

Community Generosity Pays Off In Advisor Recruitment, Retention

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Firms with meaningful giving programs find a second benefit for themselves.

Many Charitable Donors Eschew Advisors, Edward Jones Survey Finds

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Less than a quarter of donors plan to consult a financial advisor about charitable giving, a company survey says.

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

New Donors Fueled 2021 Rebound In Charitable Giving, BNY Mellon Says

by FA Staff

Healthcare saw the largest increase in donations.

Aid To Ukraine Spurs Increased Giving, Fidelity Charitable Says

by FA Staff

Donations increased for the first half of the year despite a market downturn and inflation, the charity said.

Philanthropists Increase Giving Despite Economic Turmoil, Schwab Says

by FA Staff

Organizations helping Ukraine, Afghanistan and Covid relief efforts have benefited, Schwab Charitable said.

3 Things To Know When Advising Private Foundations

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Understanding foundations' operational needs is essential to giving them helpful guidance.

Advisor Coach Finds Fulfillment In Charitable Causes

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Erin Botsford directs much of her training program revenues to helping orphans in Zambia.

Charitable Groups Start Feeling Sting Of Inflation

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Giving in total dollars for 2021 increased, but not enough to keep up with inflation, a new report says.

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