Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » CHARITABLE GIVING » Charitable Planning

Charitable Planning

[1]  1 2 3 4 5 6 7 8   [22]

Pandemic Propels Increased Charitable Giving

by

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

Maximizing Estate Planning For High-Net-Worth Clients

by

Be flexible in adjusting to changing and unanticipated circumstances.

Charitable Donors Get New Perks From CARES Act

by

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

Pandemic Drives Major Increases In Charity

by

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

LPL Provides $1 Million In Aid To Non-Profits

by

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

ImpactAssets Creates $1B Covid-19 Fund

by

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

by

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

by

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

Corporate Foundations Given Expanded Giving Powers

by

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

by

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

Fidelity Charitable Sees Spike In Donations Focused On Epidemic

by

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

by

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

Nonprofits Prepare For The Worst With Wealthy Losing Billions

by ,

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

by

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

by

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

Recoverable Grants Are One Way To Help Charities

by

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

Four Steps To Help Clients Choose A Charity

by

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

by , ,

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

by

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

Tax The Wealthy And Their Charities Will Suffer

by

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

[1]  1 2 3 4 5 6 7 8   [22]