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Charitable Planning

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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.

IRS Cracks Down On 'Billions' Of Tax Breaks From Land Donations

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Taxpayers and advisors involved in land donation deals have been the focus of more IRS audits.

Fidelity Charitable Says Tax Reform Didn't Reduce Donations

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Only 9% reduced giving because of increased standard deduction, Fidelty Charitable says.

FPA To Offer Charitable Giving Education To Advisors

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Members of the FPA will have access to education programs offered by the American Heart Association.

Fewer Households Donating To Charity

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But total donations are up, according to the Lilly Family School of Philanthropy.

FTC Warns Americans To Watch Out For Charity Scams

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The FTC and other agencies have offered advice for identifying and avoiding charity scams.

New Family Foundations Focus On Public Policy, Impact Investing

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Foundations created before 1970, meanwhile, are more likely to be focused on education, a new study says.

Fidelity Charitable Expects Giving To Reach Record High In 2019

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Grant making by Fidelity Charitable is expected to grow by 37% this year, the donor-advised fund announced.

Year-End Tax Moves For Wealthy Clients

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High-net-worth taxpayers are running out of time to make strategic moves in 2019.

Impact Investing Not Understood By Many Advisors, Fidelity Charitable Says

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Only 49% of advisors feel impact investing is a long-term trend, according to a Fidelity Charitable survey.

SEC Warns Against Scammers Offering Charitable Investments

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The alert stems from an enforcement action against a man who allegedly targeted and ripped off hospice patients.

Fidelity Grants Support Charity 'Infrastructure'

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Fidelity Charitable Trustees' Initiative provides grants to support research and advocacy for nonprofits.

U.S. Charitable Dollars Often Stay Close To Home

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Donation trends show U.S. philanthropists are quick to respond to causes in their communities, Fidelity Charitable says.

Economy, Not Tax Code, Drives Charitable Giving

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The Tolleson Wealth Management director of philanthropy says economic confidence is boosting charities.

The Rich Are Tight-Lipped On Family Wealth Decisions

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Two-thirds of wealthy people don’t talk with family members about how they're passing on assets, Bank of America found.

The New Face Of Giving

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Philanthropic millennials could use more advice and perhaps a donor-advised fund.

'Venture Philanthropy' Gains Ground As Wealthy Donors Seek Advice

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Donors want a more hands-on approach to giving, according to a philanthropy support firm.

Warren Buffett Donates $3.6 Billion Of Stock To Five Foundations

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The billionaire has donated about $34 billion since pledging to give away much of his wealth in 2006.

Individuals Are More Tight Fisted Due To Tax Changes, Giving USA Says

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Last year was a mixed year for giving, falling short of record high totals seen in 2017.

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