Charitable Tax Planning

1 2 3 4 5 6  

Tech Comes For Philanthropy

by

With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

Get Ready For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

Why Wealth Managers Miss Philanthropic Opportunities

by ,

There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

Fires And Wars Spur Donors To Generosity, Schwab Charitable Says

by

Donors also are responding to ongoing needs in areas like Ukraine, Fred Kaynor said.

Foundations Should Give More In Bull Markets, Pull Back Amid Turbulence

by FA Staff

Foundation Source offers tips for private foundations to safeguard their dry powder.

Wealthy U.S. Households Pulled Back On Charitable Giving In 2022

by

The decline follows an surge in giving in 2020, when the pandemic and social unrest fueled more donations.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

by

While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Making A Strong Giving Statement

by

Mission statements are important for foundations, but they're most effective when allowed to evolve.

Navigating Charitable Bequests: Risks And Rewards For Early Planning

by

It is crucial to assist philanthropic clients in determining suitable assets for charitable giving.

Helping Clients Align Their Assets And Values

by

Impact investing has gained popularity with charitable donors and foundations.

How To Correctly Navigate Private Foundation Tax Rules

by

Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.

How The Next Generation Will Give

by

A concept called “trust-based philanthropy” is going to resonate with younger givers.

Directions For The Philanthropic Journey

by

Depending on where they are in their giving, you'll have to ask your clients different questions.

The Case For More Expansive Wealth Management

by

You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

Five Ways To Strengthen Family Ties

by

What are the benefits of having a family foundation?

The Biggest Bang For The Charity Buck

by

The goals of philanthropists are changing, say these experts.

Sam Bankman-Fried's Red Flags Were Seen In All Corners Of His Empire

by ,

He was an icon of effective altruism, but some nonprofits turned his money down.

Foundation Source Challenges Donors To Put Fun In Giving

by

The organization's giving guide includes suggestions for including family members and friends in giving.

How To Help Clients Make Their Philanthropy Count

by

These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.

In Q4, Time Is Ripe For Tax (And Other) Conversations

by

Don't limit your tax evaluations to tax harvesting. There are other subjects to put on the agenda for Q4 meetings.

1 2 3 4 5 6