Charitable Planning

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Maximizing Estate Planning For High-Net-Worth Clients

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Be flexible in adjusting to changing and unanticipated circumstances.

Charitable Donors Get New Perks From CARES Act

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Pandemic relief legislation and plummeting valuations can work to the benefit of wealthy clients.

Pandemic Drives Major Increases In Charity

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Fidelity Charitable saw a dramatic increase in giving to human services causes.

LPL Provides $1 Million In Aid To Non-Profits

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Many of the programs are using the donations to help families cope with the Covid-19 epidemic.

ImpactAssets Creates $1B Covid-19 Fund

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Workers on the front lines of the pandemic fight and those hurt by the crisis will be recipients, ImpactAssets Said.

Philanthropists And Charities Need To Talk, Consultant Says

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Nonprofits fear their budgets will be cut during the health crisis, says Kris Putnam-Walkerly.

Fidelity Charitable Donors Gave $100M In March To Fight Pandemic

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The donor-advised fund hopes to see at least that much donated in April.

Corporate Foundations Given Expanded Giving Powers

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Corporate foundations may give to the employees of their sponsoring companies because of the national COVID-19 crisis.

COVID-19 Threatens Donations To Nonprofits After A Down Year

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The global pandemic is expected to lead to a reduction in charitable contributions.

Fidelity Charitable Sees Spike In Donations Focused On Epidemic

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Donors are eager to get advice on how best to provide support for those fighting the outbreak, Fidelity said.

How Private Foundations Yield Tax Advantages

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Saving money on various taxes can create more money for gifting, Foundation Source says.

Nonprofits Prepare For The Worst With Wealthy Losing Billions

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The needs of charities are set to soar while the financial situations of many wealthy families have deteriorated.

What Wealthy Clients Need To Know About The SECURE Act

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The act also altered the rules for inheriting IRAs and other tools for high-net-worth estate planning.

Philanthropists Shorten Giving Time Line, Study Says

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Wealthy donors are engaging the next generation as money transfers from baby boomers.

Recoverable Grants Are One Way To Help Charities

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Trends are pushing charitable donations in new directions, Fidelity Charitable says.

Four Steps To Help Clients Choose A Charity

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Many clients don’t know how to start narrowing the choices of causes to support.

Donald Marron, Paine Webber CEO Who Played Role In IBD World, Dies At 85

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Marron had a Wall Street career spanning seven decades and was active in the modern art world and philanthropy.

After Tax Reform, Clients Can Still Reap Benefits From Charitable Giving

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Charitable deductions are still possible despite changes created by the Tax Cuts and Jobs Act.

Tax The Wealthy And Their Charities Will Suffer

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Proposals to tax wealth could devastate the non-profit sector.

Private Foundations Are Leery Of Impact Investing

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More information is needed to boost interest, Foundation Source said.

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