Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
How to Optimize Charitable Tax Deductions in 2026 and Beyond
By Roger WohlnerWith several changes in place, advisors can help clients make the most of their donations.
September 09, 2026
Do Your Clients Know the New Charitable Deduction Rules?The OBBBA made substantial changes to how American taxpayers deduct contributions to charities.
September 02, 2026
Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
August 31, 2026
PRO
QCDs: The Details Tax-Savvy Advisors Should KnowThis distribution strategy allows charitably minded clients to reduce RMDs, but it's important to avoid timing and reporting mistakes.
August 11, 2026
American College Introduces DAF Designation ProgramThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.
August 07, 2026
6 IRA Mistakes to AvoidThese accounts come with tax implications and some planning strategies your clients might not know about.
July 28, 2026
PRO
Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.A survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 23, 2026
When Taxes and Generational Wealth Collide, Here's What to DoStrategies to mitigate potential burdens on heirs, John Vento suggests, are powerful preservation tools — when used properly.