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Charitable Tax Planning

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How Clients Can Gift And Protect Assets At The Same Time

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Charitable giving strategies also afford opportunities to protect wealth, advisors say.

Giving In The Time Of Pandemic

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Philanthropy experts say the giving trend isn't tapering off after Covid-19.

Many Americans Saving Their 2021 Charitable Donations For Year's End

by FA Staff

A Fidelity Charitable survey found that many people expect to give their gifts at the end of December.

Buying Gifts For Clients? How About A Charity Gift Card?

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Gift cards by TisBest offer a tax deduction, and there's no Finra gift limit.

Time Is Running Out To Use Ed Slott's 'Mega-QCD' Strategy

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Ed Slott's "mega-QCD" strategy could lower taxes and required minimum distributions for retirement-age clients.

Should Affluent Clients Wait A Year To Make Big Donations?

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The unsettled tax picture in Washington, D.C., means the decision involves some guesswork.

Digital Assets Can Spark Philanthropy, Fidelity Charitable Says

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Millennials' comfort with cryptocurrency investments can help increase giving, said the charity.

Charitable Planning Makes Advisors More Successful, Fidelity Charitable Says

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Advisors who provide charitable planning manage a larger share of clients' money, Fidelity Charitable said in a new study.

5 Things To Know About High-Net-Worth Family Philanthropy

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Family philanthropy is a key driver of social change.

Four Ways To Help Clients Maximize Charitable Giving Impact In 2021

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Financial advisors increasingly offer charitable planning as a way to enhance their value to clients.

Six Scenarios Where Foundations Outshine Donor-Advised Funds

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Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.

How DAFs Enable Advisors To Manage Additional Assets

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Here are 10 scenarios in which opening DAFs have led to increased AUM.

Bracing For Biden

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The game begins and the plot thickens.

Pandemic Causes ‘Pronounced' Changes In Philanthropy

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Both donors and charitable organizations are adjusting their approach to philanthropic giving.

Why The Richest Americans Can't Give Money Away Fast Enough

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The world's wealthiest may have fortunes growing far faster than their ability to give effectively.

Wealthy Americans Opened Their Wallets To Pandemic Relief

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A Bank of America philanthropy survey found that affluent Americans responded generously with their donations and time during the Covid crisis.

Smart Asset Location Is Critical

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Pursue smart asset location strategies to help clients make the most of their estate planning.

No More Gift Tax Exemption?

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Clients confronting possible tax reform will likely want to consider these different wealth protection strategies in 2021.

Biden Tax Changes Might Spur Charitable Giving

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

Wealthy Clients Might Give More After Biden Tax Changes

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

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