Charitable Tax Planning

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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.

Millennials Give Twice As Much To Charity As Boomers, Gen Xers

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A Fidelity Charitable survey also found that millennials give more of their time to volunteer work.

Tax Reform Has Made Donor-Advised Funds Far More Popular

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The increase in the standard deduction has enhanced the ability to use DAFs to save on taxes, advisors say.

How Your Clients Can Use Their IRAs To Make Charitable Donations

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Retirees over age 70½ who can’t deduct donations this year can use this valuable work-around.

How Clients Benefit From Discussing Charitable Planning With Their Advisors

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Some of the challenges clients face with charitable planning and how advisors can help them.

Fidelity Launches Work-Based Charitable Giving Program

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The platform allows employers to match the charitable donations made by their employees.

For Mastermind Of College Entrance Scam, Fat Fees Weren’t Enough

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At the center of the college admissions scandal is a cautionary tale of greed, ambition and hubris.

DeVos Tax Credit Helps Red States Caught In Blue-State SALT Spat

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As the federal government ends some charitable tax workarounds, DeVos wants to preserve private school funding.

Simple Estate Planning Choices Can Have A Big Impact

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Nightmares can be avoided by simply paying attention to a client's beneficiary form, according to Ed Slott and Co. advisors.

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