Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington Trust
Among wealth holders, 67% are apprehensive about sharing inheritance details.
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 Days
Meanwhile, tax experts see potential for damage to nonprofits in White House tax plan.
Advisors on Trump’s Tax Plan: Praise, Concern and Shrugs
None of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
How Philanthropists Are Responding to Political Shift in DC
One donor expressed concern about needing to "fill holes in basic services" left by government cuts. Another thought economic growth would boost charities' revenue.
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation Source
A Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
Has It Become Too EZ to Gain Tax-Exempt Status?
Simplified application has resulted in soaring 501(c)(3) designations by the IRS.
Vanguard Offers Guidance to Donors Wary of Tax Reform
Questions about how tax reform will affect charitable deductions have been pouring in to Vanguard Charitable from concerned donors.
9 Facets of Limited-Life Foundations’ Plan to Spend Down
Some foundations set an end date on their largesse in order to have a greater impact.
Trump Is Biggest Global Risk in 2017, Alt Investors Say
A poll at the Cayman Alternative Investment Summit found the Trump administration worried the industry more than cybersecurity, China or Brexit.
Few Big Foundations Exceed Required Distribution Minimum
Many very wealthy donors worry about how their money is being used.