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.
Do Your Clients Know the New Charitable Deduction Rules?
By Robert Bloink and William H. ByrnesThe OBBBA made substantial changes to how American taxpayers deduct contributions to charities.
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.
May 20, 2026
Debate: Should QCDs Be Allowed From 401(k)s?Under current rules, those distributions are available only if they are transferred from an IRA to a qualifying charity.
May 19, 2026
PRO
New Bill Would Extend a Popular RMD Optimization Tool to 401(k)sThe Charity Parity Act would allow QCDs from workplace retirement plans. Ed Slott is skeptical.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.