by
Jeff Stimpson
Charitable giving strategies also afford opportunities to protect wealth, advisors say.
by
Jacqueline Sergeant
Clients need to know that smart donations can help them avoid capital gains taxes, says one advisor.
by
Christopher Robbins
Ed Slott's "mega-QCD" strategy could lower taxes and required minimum distributions for retirement-age clients.
by
Jeff Stimpson
The unsettled tax picture in Washington, D.C., means the decision involves some guesswork.
by
Ross Levin
When it comes to things like the Covid-19 pandemic, you have to learn how to change a client's narrative when they are still in crisis.
by
Karen DeMasters
Millennials' comfort with cryptocurrency investments can help increase giving, said the charity.
by
Akayla Gardner
The amount of foundation assets invested with diverse-owned firms increased 13.3%.
by FA Staff
Bank of America and Indiana University found that 48% of wealthy donors are giving more on average.
by
Karen DeMasters
Vanguard Charitable saw its third consecutive record-setting year for charitable giving.
by
Sam Kang
Financial advisors increasingly offer charitable planning as a way to enhance their value to clients.
by
Hannah Shaw Grove
Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.
by
Josh Stamer
Two advisors weigh in on the benefits of including philanthropy as part of a multi-faceted wealth management protocol.
by
Amanda Gordon
The Blackstone Gives Back Challenge lets workers compete for an award that goes to their favorite charity.
by
Ken Nopar
Here are 10 scenarios in which opening DAFs have led to increased AUM.
by
Ben Steverman, Sophie Alexander
The split throws into question the destination of the Bill and Melinda Gates fortune and the focus of their charitable endeavors.
by
Katherine Chiglinsky
Warren Buffett has contributed more than $27 billion to the charity over the past 15 years.
