Charitable Planning

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Charitable Giving Is Becoming Embedded In Wealth Plans, BNY Mellon Wealth Management Survey Says

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Many wealthy philanthropists plan to increase their generosity, the survey said.

Do Your Go-Getter Clients Need An Outlet? Try Philanthropy.

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When professional leadership, entrepreneurial skills and philanthropy intersect, it can accelerate progress that's been stalled for decades.

Millennials Pushing Impact Investing Growth, Survey Says

by FA Staff

Advisors are a key to providing needed impact investing knowledge, according to the Fidelity Charitable survey.

A 30-Year-Old Crypto Billionaire Wants To Give His Fortune Away

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Sam Bankman-Fried drives a Corolla, sleeps on a beanbag and has a Robin Hood-like philosophy.

Helping Ukraine

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Charitable clients and foundations wanting to take action should consider both the region's immediate and long-term needs.

TIFIN Broadens Charitable Giving Capabilities With Amicus.io Acquisition

by FA Staff

Louise offers a digital software platform for financial advisors to give clients a personalized donor-advised fund.

Ukrainian-American Advisors Work Overtime To Serve Community

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With close ties to Ukraine, they're helping fellow citizens here and abroad.

Americans Opening Their Wallets For Ukraine Victims, Fidelity Says

by FA Staff

Contributors are supporting Ukraine refugees and businesses, as well as giving money, Fidelity Charitable said.

Questions For Clients About Charitable Giving

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There are 12 questions you should ask clients to begin the charitable planning conversation.

Stanford's $1.39 Billion Haul Makes It Biggest Fundraiser

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The school narrowly edged out Harvard for the top spot among U.S. universities.

Fidelity Charitable Sees Over 1,000% Increase In Crypto Donations

by FA Staff

Donor-advised fund investors gifted $331 million worth of digital coins in 2021, Fidelity said.

Investors Continue To Give At Elevated Pandemic Levels, Vanguard Says

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Homelessness and hunger are focuses for donors to Vanuguard Charitable.

Donors Rise To Today's Challenges, Schwab Charitable Says

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Schwab Charitable said total charitable dollars increased 20% last year.

Tech Platform Integrates Charitable Planning With Other Assets

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Fintech firm Amicus.io is expanding its platform, which combines donor-advised fund planning with other client assets.

How Clients Can Gift And Protect Assets At The Same Time

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Charitable giving strategies also afford opportunities to protect wealth, advisors say.

Giving In The Time Of Pandemic

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Philanthropy experts say the giving trend isn't tapering off after Covid-19.

Many Americans Saving Their 2021 Charitable Donations For Year's End

by FA Staff

A Fidelity Charitable survey found that many people expect to give their gifts at the end of December.

Buying Gifts For Clients? How About A Charity Gift Card?

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Gift cards by TisBest offer a tax deduction, and there's no Finra gift limit.

The Smart Way To Fund A Charitable Donation

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Clients need to know that smart donations can help them avoid capital gains taxes, says one advisor.

Time Is Running Out To Use Ed Slott's 'Mega-QCD' Strategy

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Ed Slott's "mega-QCD" strategy could lower taxes and required minimum distributions for retirement-age clients.

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