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Charitable Planning

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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.

Lessons Learned … To Be Continued

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When it comes to things like the Covid-19 pandemic, you have to learn how to change a client's narrative when they are still in crisis.

Digital Assets Can Spark Philanthropy, Fidelity Charitable Says

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Millennials' comfort with cryptocurrency investments can help increase giving, said the charity.

Charitable Planning Makes Advisors More Successful, Fidelity Charitable Says

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Advisors who provide charitable planning manage a larger share of clients' money, Fidelity Charitable said in a new study.

Wealthiest U.S. Foundations Lean More On Diverse Asset Managers

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The amount of foundation assets invested with diverse-owned firms increased 13.3%.

Affluent Households Stepped Up Generosity In 2020, Study Finds

by FA Staff

Bank of America and Indiana University found that 48% of wealthy donors are giving more on average.

Pandemic-Spurred Giving Increase May Be Here To Stay, Fidelity Charitable Says

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Surveyed donors said they plan on giving at least as much, or maybe more, than they did last year.

5 Things To Know About High-Net-Worth Family Philanthropy

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Family philanthropy is a key driver of social change.

Six Scenarios Where Foundations Outshine Donor-Advised Funds

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Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.

Blackstone's Junior Employees Just Love This $100,000 Charity Perk

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The Blackstone Gives Back Challenge lets workers compete for an award that goes to their favorite charity.

How DAFs Enable Advisors To Manage Additional Assets

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Here are 10 scenarios in which opening DAFs have led to increased AUM.

Bracing For Biden

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The game begins and the plot thickens.

Pandemic Causes ‘Pronounced' Changes In Philanthropy

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Both donors and charitable organizations are adjusting their approach to philanthropic giving.

Philanthropists On Way To More Record-Setting Giving, Fidelity Says

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Fidelity Charitable says donors' response to the pandemic and social issues is not diminishing.

Gates Divorce Speeds Divergence Of Separate Investing Goals

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The split throws into question the destination of the Bill and Melinda Gates fortune and the focus of their charitable endeavors.

Why The Richest Americans Can't Give Money Away Fast Enough

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The world's wealthiest may have fortunes growing far faster than their ability to give effectively.

Buffett Exits As Gates Foundation Trustee, Sidestepping Rift

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Warren Buffett has contributed more than $27 billion to the charity over the past 15 years.

Giving Gap Between Women And Men Is Closing, Fidelity Says

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Members of both genders say they will give more in future months, a Fidelity Charitable study showed.

MacKenzie Scott Donates $2.7 Billion, Blasts Wealth Gap

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Her ex-husband, Jeff Bezos, has also accelerated his giving.

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