by FA Staff
Fidelity and Schwab have developed a new app that allows direct donations from donor advised funds to charitable organizations.
by FA Staff
The Schwab Charitable Global Giving Program announced today that it has partnered with NGOsource in an effort to reduce the cost of international giving for its clients.
by
Bloomberg News
U.S. lawmakers are considering changes to the tax deductibility of charitable contributions, scrutinizing a benefit that is expected to allow 38.7 million households to claim a deduction for 2012.
by Joel P. Bruckenstein
That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.
by
FA Staff
The SEC has charged a husband and wife team in Florida with defrauding elderly investors with charitable annuity products.
by
Karen DeMasters
Elissa Buie, CEO of Yeske Buie wealth management firm in Vienna, Va., and San Francisco, has been named chair of the Foundation for Financial Planning.
by
Karen DeMasters
Fidelity Charitable, an independent public charity with a donor-advised fund program, has set new records for total contributions and for grants.
by
Karen DeMasters
Contributions to Schwab Charitable donor-advised funds more than tripled during the second half of 2012 and the Fidelity Charitable Gift Fund is expecting similar increases, say spokespersons for...
by
Bloomberg News
U.S. taxpayers routinely violate rules requiring them to prove the value of noncash contributions to charities, costing the government $1...
by
Meg Lassar
Donating non-cash assets is an attractive option for high-net worth individuals who want to be charitable during a period when prudent financial planning calls for cash preservation.
by
Bloomberg News
The budget deal passed by Congress Jan. 1 and signed into law by President Barack Obama the following day raises taxes on the income and investments of fewer high earners than Democrats proposed.
by
Deb Repya
For high-net-worth clients, there are a number of issues to consider regarding the distribution of their assets – both for themselves during retirement and for heirs or charities after they pass...
by Eric Rasmussen
How do you know when your clients' favorite charity is ripping them off?
by
Evan Simonoff
Judging from Wednesday's 312-point drop in the Dow Jones Industrial
Average, the equity market could be replacing the bond market as the new
"vigilantes" who try to drive some sense into...
