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Charitable Tax Planning

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The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

Five Ways To Strengthen Family Ties

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What are the benefits of having a family foundation?

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

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

Foundation Source Challenges Donors To Put Fun In Giving

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

How To Help Clients Make Their Philanthropy Count

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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

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

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

Five Strategies For Advisors To Lower Clients' Taxes Through Giving

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A tough economic year opens options for clients to benefit from doing good, experts say.

Foundations Set Up By The Rich Are Increasingly Using Charity Loophole

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DAFs allow donors to get an upfront tax break and then are used to administer grants.

Wealthy Use Loophole To Reap Tax Breaks, And Delay Giving Away Money

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Foundations shift billions to donor-advised funds and skirt laws requiring transfers to the needy.

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

3 Things To Know When Advising Private Foundations

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Understanding foundations' operational needs is essential to giving them helpful guidance.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

Do Your Go-Getter Clients Need An Outlet? Try Philanthropy.

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When professional leadership, entrepreneurial skills and philanthropy intersect, it can accelerate progress that's been stalled for decades.

Millennials Pushing Impact Investing Growth, Survey Says

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Advisors are a key to providing needed impact investing knowledge, according to the Fidelity Charitable survey.

Helping Ukraine

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Charitable clients and foundations wanting to take action should consider both the region's immediate and long-term needs.

Ukrainian-American Advisors Work Overtime To Serve Community

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With close ties to Ukraine, they're helping fellow citizens here and abroad.

Questions For Clients About Charitable Giving

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There are 12 questions you should ask clients to begin the charitable planning conversation.

Donors Rise To Today's Challenges, Schwab Charitable Says

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Schwab Charitable said total charitable dollars increased 20% last year.

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