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Charitable Planning

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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.

The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

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.

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.

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.

6 Tech Trends For Philanthropists

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

What Would A Charity Do With A Quarter Horse?

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

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

by FA Staff

Healthcare saw the largest increase in donations.

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