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CHARITABLE GIVING

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Build Better Client Relationships Through Philanthropy

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Advisors who deliver complete wealth and philanthropic solutions will find more high-net-worth clients.

Morningstar Compares Fidelity, Schwab And Vanguard's Donor-Advised Funds

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As investors wrap up 2023 charitable donations, Morningstar explains how Fidelity, Schwab and Vanguard funds differ.

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

A Direct Impact

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Foundations can help by sometimes giving directly to people. But watch for the tax implications.

Unmasking Self-Dealing: Navigating The Pitfalls Of Private Foundations

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By following certain guidelines, private foundations can minimize the risk of self-dealing.

Soros Shutters Offices Across $25 Billion Philanthropy Empire

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The hedge fund titan's charity doles out more than $1 billion in grants annually.

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.

The Gift Of Collectibles

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Those wanting to give away art and other valuables might consider a private foundation.

Soros Son's New Shakeup Puts $25 Billion Philanthropy On Hold

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The Soros foundation's second revamp in three years has brought a new round of job cuts.

Why Gifting To Clients Is Still Key For Retention, Referrals

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Gifting to clients has never been more important, firms say.

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.

Donor-Advised Funds Defy Giving Slump In 2023

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The sponsors of these vehicles say they have defied trends as inflation has hit donations.

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.

Getting The Kids Involved

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When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.

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.

Too Much Of A Good Thing

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This advisor used a charitable remainder unitrust to help a client unload company stock.

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