Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.
A concept called “trust-based philanthropy” is going to resonate with younger givers.
Depending on where they are in their giving, you'll have to ask your clients different questions.
You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.
Large donations were made in the spring to Ukraine causes, Vanguard said.
One in four grants were made to organizations the donors had not previously supported.
The goals of philanthropists are changing, say these experts.
What are the benefits of having a family foundation?
These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.
Donor-advised funds now often come highly recommended by charitable giving experts because they convey an ability to "bunch" donations.
Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.
A tough economic year opens options for clients to benefit from doing good, experts say.
Daffy for Families is a service that includes family members in donor-advised fund decisions.
Foundations shift billions to donor-advised funds and skirt laws requiring transfers to the needy.
Less than a quarter of donors plan to consult a financial advisor about charitable giving, a company survey says.
Donor-advised funds help philanthropists turn noncash assets into charitable donations.
Keep these trends in mind if you want to help wealthy donors turbocharge their impact.
Healthcare saw the largest increase in donations.
Donations increased for the first half of the year despite a market downturn and inflation, the charity said.
Organizations helping Ukraine, Afghanistan and Covid relief efforts have benefited, Schwab Charitable said.