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.
FSI Names Derek Bruton, Seth Miller to Its Board
By James J. GreenThe independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 25, 2013
What Really Drives Giving? (It’s Not Tax Breaks)Just 25% of respondents to a new SEI survey considered tax benefits a major influence on their decision to donate.
March 22, 2013
Charitable Giving and Taxes: Determining a Property’s Fair Market ValueThe experts at Tax Facts Online on how the fair market value of a property donation is determined.
March 21, 2013
Obama’s Effort to Limit Charitable Deductions Faces House PushbackThe Senates budget seeks to limit the amount by which affluent taxpayers can itemize deductions, including charitable donations. But the plan is unlikely to go far in the House.
March 19, 2013
Smaller Private Foundations Continue to Show Their MettleCharitable giving by small and midsize U.S. private foundations increased last year both in dollar value and relative to the size of foundation assets, a new report says.
March 08, 2013
New Tax Law, Said to Squelch Giving, Could Actually Boost ItAn analysis of the new law as part of the fiscal cliff deal finds that it has negligible effects on the tax incentive for charitable giving. In fact, it increases the incentive to give.
March 07, 2013
Client Engagement on the Rise: Advisor ImpactA new report from Advisor Impact found that nine out of 10 clients said the advice they received played an important or critical role in meeting their financial goals.