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CHARITABLE GIVING

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3 Things To Know When Advising Private Foundations

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Understanding foundations' operational needs is essential to giving them helpful guidance.

Estate Planning In This Particular Time Of Uncertainty

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Estate planning techniques and strategies that should be considered now.

Advisor Coach Finds Fulfillment In Charitable Causes

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Erin Botsford directs much of her training program revenues to helping orphans in Zambia.

Bill Ackman Donates $18,000 For Toddler Orphaned In Highland Park Shooting

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In the aftermath of the shooting, Ackman took to Twitter to decry the mass shootings in the U.S.

Emotional Wellness

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It's the young and the old who suffered the most severe psychological scars.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

Do Your Go-Getter Clients Need An Outlet? Try Philanthropy.

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When professional leadership, entrepreneurial skills and philanthropy intersect, it can accelerate progress that's been stalled for decades.

A 30-Year-Old Crypto Billionaire Wants To Give His Fortune Away

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Sam Bankman-Fried drives a Corolla, sleeps on a beanbag and has a Robin Hood-like philosophy.

Helping Ukraine

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Charitable clients and foundations wanting to take action should consider both the region's immediate and long-term needs.

TIFIN Broadens Charitable Giving Capabilities With Amicus.io Acquisition

by FA Staff

Louise offers a digital software platform for financial advisors to give clients a personalized donor-advised fund.

Ukrainian-American Advisors Work Overtime To Serve Community

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With close ties to Ukraine, they're helping fellow citizens here and abroad.

Helping Ukraine: How Charitable Clients And Foundations Can Take Action

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Meeting both immediate and long-term need is imperative.

Stanford's $1.39 Billion Haul Makes It Biggest Fundraiser

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The school narrowly edged out Harvard for the top spot among U.S. universities.

Goals-Based Retirement Withdrawals Are All The Rage

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PIMCO is among the companies implementing strategies for decumulation and income in retirement.

Investors Continue To Give At Elevated Pandemic Levels, Vanguard Says

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Homelessness and hunger are focuses for donors to Vanuguard Charitable.

Questions To Ask Clients About Their Charitable Giving

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Twelve questions to ask clients to help you begin the charitable planning conversation.

A Report On Family Foundation Endowments: Top 3 Takeaways

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Family philanthropy remains strong and a driving force for social change.

The Perfect Christmas Gift? Cash.

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The average yearly cost of Christmas gifting is $650 per person, writes Teresa Ghilarducci.

Tech Platform Integrates Charitable Planning With Other Assets

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Fintech firm Amicus.io is expanding its platform, which combines donor-advised fund planning with other client assets.

How Your Clients Can Give To Charity

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There are many ways your clients can give to charity. It's important they understand their options.

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