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CHARITABLE GIVING

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Elon Musk Nears World's Richest Title Again

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A 70% surge in Tesla's share price is pushing Musk back towards the top of lists of the world's wealthiest people.

The Case For More Expansive Wealth Management

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You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

Tax Strategies For Clients With Extra Cash

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The clock is ticking for the implementation of tax strategies for cash-rich clients.

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?

A Powerful New Tool Transforms How Billionaires Give Fortunes Away

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The vehicle drew controversy in the past decade as a “dark money” political giving tool.

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.

There's More To Year-End Taxes Than Harvesting 2022's Losses

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An EisnerAmper pro suggests five strategies to help clients save on their tax bill.

How Fidelity Investments Built America's Biggest Charity

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Donor-advised funds now often come highly recommended by charitable giving experts because they convey an ability to "bunch" donations.

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.

Community Generosity Pays Off In Advisor Recruitment, Retention

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Firms with meaningful giving programs find a second benefit for themselves.

Many Charitable Donors Eschew Advisors, Edward Jones Survey Finds

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Less than a quarter of donors plan to consult a financial advisor about charitable giving, a company survey says.

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.

New Donors Fueled 2021 Rebound In Charitable Giving, BNY Mellon Says

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Healthcare saw the largest increase in donations.

Aid To Ukraine Spurs Increased Giving, Fidelity Charitable Says

by FA Staff

Donations increased for the first half of the year despite a market downturn and inflation, the charity said.

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