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.
Charitable Giving: Good for Clients’ Charities, Taxes and Financial Plans
Equity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
Foundations’ LGBTQ Grant Making Grew 6.3% in 2013
Report finds strong collaboration and coordination among funders on lesbian and gay issues.
15 Best College Majors for Business Success
The STEM-heavy list compiled from data from public companies may disappoint liberal arts majors with corporate ambitions.
Best Finance Tweets of the Year: 2014
Bill Gross pledges to live to 110 and other highlights from the year of Thomas Piketty and "Flash Boys."
IRS Should Get Tougher on Charities: GAO
Budget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.