CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
Foundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
Charities’ Portfolios Rose 15% in FY2013: Commonfund
Survey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
Top 25 U.S. Charities: 2014
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
GOP Tax Reform’s Effect on Charitable Giving
The comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
In Giving Season, Reminders From IRS; Guidance From CFP Board
Timely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.