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Charitable Planning

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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?

The Five Best 2020 Tax Planning Ideas

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This year will offer certain tax planning opportunities you won’t see in the future.

Charitable Giving Has Increased Despite Tax Reform, BNY Mellon Says

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The expected dip in giving because of 2017 tax law changes never happened, the firm says in a new report.

Fed's Main Street Lending Program Open For Nonprofit Borrowers

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The loan volume for the program, which has the capacity to lend $600 billion, has so far disappointed.

Apple's Tim Cook Is Poised To Get $279 Million Annual Stock Payout

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Cook said in 2015 that he plans to give most of his fortune away.

This Advisor Helped A Client Give Away A Hotel

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Andy Hart advises high-net-worth families, and in this case helped a client donate a complex asset to charity.

Charities May Face Increased Competition For 2020 Donations

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The pandemic's impact on fundraising events means charities will have to find alternative ways to solicit donations.

Covid-Inspired Generosity Will Continue, Fidelity Charitable Says

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Philanthropists are reaching out to vulnerable populations, donor advised funds say.

New Tax Breaks Can Help Affluent Clients Use Investments For Giving

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Pandemic relief has opened the doors to new charitable giving strategies.

Rich Americans Are Donating More From Huge Charity Stockpiles

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Wealthy Americans are drawing down their donor-advised funds as the coronavirus exacerbates community needs.

Schwab Charitable Donors Respond To Coronavirus Crisis

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Surges were seen in giving for the fiscal year and for the first half of 2020, Schwab Charitable said.

World’s Rich Are Spending The Pandemic Weighing Succession

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Billionaires will transfer more than $2 trillion within the next two decades.

Record-High Lifetime Exemptions

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The wealthy who want to capitalize on record-high lifetime exemptions can follow these tips.

Fidelity Charitable Sees More Donations Focus On Pandemic Relief

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Grants made through Fidelity's donor-advised fund to free food programs soared 667% in the first four months of the year.

Philanthropists Putting Renewed Focus On Giving During Pandemic

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Some philanthropists are giving more to help alleviate coronavirus hardships, according to a UBS executive.

The Tax Rule That Inspired Billionaires And Movie Stars To Back Climate Moonshots

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Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.

Americans' Generosity In 2019 Almost Matches All-Time High, Report Says

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Good economic growth before the Covid-19 epidemic pushed giving upward, the report said.

Ed Slott On Why 2020 Offers Unique Retirement Income Opportunities

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Life insurance has become more favorable as an estate planning tool under new rules.

Mega-Rich Urged To Unleash $121 Billion For Desperate Charities

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The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.

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