The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
Wealth, Poverty and Keeping Perspective
For most of us in finance, life is good. But let's resolve to pay more attention to those who could use a little help.
Top 10 Most Generous U.S. Donors: 2015
Tech world philanthropists star on The Chronicle of Philanthropy’s yearly list, representing nearly half the total amount donated.
How to Get Men to Give to the Poor
Men showed less empathy and generosity than women in a Stanford study about giving to the poor, but one type of appeal closed the gap.
Obama, House Republicans Jockey on Charity Tax Breaks
The GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised Fund
Your clients don’t need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.
Fidelity, Schwab: Donors Felt Extra Generous in 2014
Both of the big donor-advised fund sponsors reported big increases in grants by account holders, driven partly by Ebola and other health-related causes.
Charities Get a Carve-Out in Obama’s SOTU Tax Proposals
Obama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.
Invest in Others Is Now Taking Advisor Award Nominations
Invest in Others will take names through April 15, and the nonprofit is expanding its work for and with FAs, chairman Bill Dwyer says.
The Tax Extender Benefits for Your Clients
Here’s what you need to know about the tax extender provisions that Congress made retroactively relevant for 2014.