Charitable Planning

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Wealthy Americans Opened Their Wallets To Pandemic Relief

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A Bank of America philanthropy survey found that affluent Americans responded generously with their donations and time during the Covid crisis.

Fidelity Explores The 'New Philanthropist'

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Hunger and racial discrimination climbed the ladder of philanthropists' pressing concerns, according to Fidelity Charitable.

Biden Tax Changes Might Spur Charitable Giving

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

No More Gift Tax Exemption?

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Clients confronting possible tax reform will likely want to consider these different wealth protection strategies in 2021.

Wealthy Clients Might Give More After Biden Tax Changes

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

Worst Pandemic In 100 Years Brings Out Fidelity Charitable Clients' Best

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Non-cash assets made up most of Fidelity Charitable contributions, Fidelity said.

Donor-Advisor Fund Giving Sets New Records

by FA Staff

Giving across all charitable sectors has risen during the past 18 months, according to a new study.

This Tech Solution Helps Employers Manage Charitable Giving

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Givinga gives donors of all sizes access to more philanthropic options, its creator said.

Covid-19 And Social Justice Drive Charitable Giving

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Donors continued their extra generosity in 2020, Schwab Charitable reported.

Giving Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Pandemic Makes Donors Less Willing To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

Donors Are Worried About Their Favorite Charities

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Covid-19 has changed the way donors give to charity, Fidelity said.

Billionaires Urge Tax Reform To Free $1 Trillion For Charity

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Recommended reforms include making deductions for giving available to those who don't itemize.

Pandemic Squelches Donors' Desire To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

It’s A Good Time To Consider Donor-Advised Funds For Giving And Tax Reasons

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Ray Dalio Donates $50 Million To Fight Health-Care Injustice

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The Dalio Center for Health Justice will focus on reducing differences in access to quality health care.

Private Foundations Respond To Covid Needs

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More individuals are receiving aid from private foundations, says Foundation Source.

Now's An Ideal Time To Use Donor-Advised Funds For Giving—And Tax Breaks

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Planning This Election Year

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In 2020, clients likely are considering how to take advantage of current gift tax exemption mounts. Should they be concerned about giving too much away?

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