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.
American College Introduces DAF Designation Program
By Rob BurgessThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.
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.
May 05, 2026
Client Demand for Tax Planning From Advisors Keeps GrowingJeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 15, 2026
4 Ways Advisors Help Clients Manage RMDsAdvisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.