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.
Debate: Should QCDs Be Allowed From 401(k)s?
By Robert Bloink and William H. ByrnesUnder current rules, those distributions are available only if they are transferred from an IRA to a qualifying charity.
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.
April 05, 2026
How Wall Street Picks 2026 March Madness Brackets for CharityWhile playing for charity, hedge fund managers, CEOs and investment bankers all want to win.
March 17, 2026
Private Foundations or Donor-Advised Funds? Asking the Right QuestionsHelping clients maximize their philanthropic efforts is an impactful way to build meaningful, lasting relationships.
March 17, 2026
Why You Should Never Ignore Smaller ClientsFrom little asset totals big problems, and big opportunities, can grow.
March 16, 2026
12 Biggest U.S. Mega-Donors to Charity in 2025The Philanthropy 50 counted gifts by donors' family foundations and donor-advised funds but excluded disbursements from them.