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 Help UHNW Clients Pass On Their Fortunes
By Jane Wollman RusoffGet a family governance plan in place before it's too late, advises Jill Shipley.
August 09, 2023
Jackson Aims to Lift Families From Poverty to Financial Well-BeingFinancial freedom doesn't begin at retirement; it's a lifelong pursuit built on financial knowledge, says Jackson's Danielle Robinson.
August 08, 2023
Bright Health Gets Financing to Support California Medicare Plan SaleThe health insurance startup capital spigot dried up last year after investment market turmoil reduced investors' appetite for risk.
July 24, 2023
Secure 2.0 Act Supercharges the QCD as an RMD Alternative for 2023Taxpayers can now use a QCD to satisfy their RMD obligation while creating an income stream.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 10, 2023
New York Close to Fixing State's Charitable Gift Annuity GlitchYour Empire State clients might have an easier time doing well by doing good.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.