Fidelity, Vanguard Report Increases in 2016 Charitable Giving
Fidelity Charitable has surpassed its goal of granting $25 billion in its 25 years, the DAF provider said.
Schwab Charitable Donors Granted $1.5 Billion in 2016
A popular donor strategy — and a smart tax move — was to contribute noncash assets, Schwab reported.
Harvard Endowment to Outsource Most Management, Cut Jobs
About half of 230 employees will depart fund, the school says, as new CEO Narv Narvekar makes sweeping changes.
New Study Predicts Charitable Giving Rise in 2017 and 2018
Increases in the U.S. economy will lead to a near-term rise in philanthropic giving, Indiana University’s Lilly Family School of Philanthropy predicts.
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary Decision
In an exit memo, Perez said the next administration and Congress “must adequately fund DOL’s enforcement” of the fiduciary and overtime rules.
4 Tax-Planning Tips for a Fiscally Healthy 2017
While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
Charities on Edge Ahead of Trump Era
Tax breaks for charitable giving and federal support for nonprofits could be at risk.
Time’s Up on These Tax Changes January 1
Tax Day is April 18, 2017, but Dec. 31, 2016, is the last day to make most changes that will affect taxpayers' 2016 returns.
Advisors Giving Back: Adam Carlin of Morgan Stanley
Adam Carlin isn’t sure about his retirement timetable as an advisor, but plans to continue his philanthropic focus for years to come.
9 Years Later, Workers Still Recovering From Great Recession
Less than 40% of workers say they have recovered financially from the recession that started in December 2007, a study finds.