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Charitable Tax Planning

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Who Is The Next-Gen Investor?

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Younger clients are changemakers who value impact and technology.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

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Such strategies can sometimes carry a high price tag, advisors say.

How Foundations Aid Tax Planning

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These charitable giving vehicles allow clients to earn tax savings on appreciated assets.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Unlocking A $30 Trillion Opportunity

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Charitable giving know-how is essential for supporting wealthy women

When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Tech Comes For Philanthropy

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

Get Ready For Higher RMDs This Year

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

Why Wealth Managers Miss Philanthropic Opportunities

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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

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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

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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

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

Making A Strong Giving Statement

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

Navigating Charitable Bequests: Risks And Rewards For Early Planning

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

Helping Clients Align Their Assets And Values

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Impact investing has gained popularity with charitable donors and foundations.

How To Correctly Navigate Private Foundation Tax Rules

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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

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

Directions For The Philanthropic Journey

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

The Case For More Expansive Wealth Management

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

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