How to Get the Most Out of a Donor-Advised Fund: Vanguard
A new guide from Vanguard Charitable offers advice for donor-advised fund clients.
Bloomberg Philanthropies Pushes Governments to Drive Change
Billionaire Michael Bloomberg cites his 12-year tenure as New York’s mayor for his appreciation of “government’s ability to be a force for good.”
Do Wealthy Women Need a Different Kind of Wealth Manager?
Women control 37% of U.S. investable assets. More than half of affluent women don't have an advisor. Do they need a different wealth management experience?
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.
Surprise Findings on Gender, Religion in Philanthropy
Women Give 2014 study finds greater generosity among non-religiously affiliated younger women.
New Internet Domain Extensions Meant to Help Charities Succeed
Two new Internet domain extensions—.ngo and .ong—are available to approved independent, nonpolitical charities.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
U.S. Charitable Giving Will Grow by 4.8% in 2015: Study
The causes for expected increases in 2015 and 2016? Rising personal income and growing household and nonprofit assets.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
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.