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Charitable Planning

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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.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

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.

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