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.
Boost for Charities? Vanguard Drops Costs of Donor-Advised Accounts
By Michael S. FischerTo make more money available for philanthropic giving, investment costs for Vanguard Charitable’s 7,700 donor-advised accounts are dropping.
June 16, 2011
Private Stock Finding Its Way Into Donor Advised Funds, Says Fidelity’s Valas‘Complex’ assets, especially C- and S-Corp shares, can be particularly valuable when gifted to DAFs
June 15, 2011
Donor Advised Funds: Maximize the Tax Benefits, Build a LegacyA DAF allows clients to create their own version of a family foundation.
June 10, 2011
Is Risk Bad? The Advisor’s Job in Finding the Balance Point for ClientsYes, protect clients from taking too much risk, but also ensure they can achieve their goals by taking appropriate risk.
June 09, 2011
IRS: Thousands of Groups Lose Tax-Exempt StatusThe IRS announced that nearly 300,000 groups have lost their tax-exempt status because they failed to file required reports for three consecutive years.
June 07, 2011
FPA in China: Expectations Exceeded; Hospitality UnmatchedReflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
June 06, 2011
Gates' Giving Pledge Goes Hollywood: Bieber, Kardashian Sign UpJustin Bieber, Kim Kardashian, Richard Gere, Denzel Washington and other 'Hollywood Pledge' stars have flocked to add their names to a charitable-giving pledge.
June 03, 2011
IRS Advisory Panel on Tax Exempt and Government Entities to Meet June 15The IRS’s Advisory Committee on Tax Exempt and Government Entities (ACT) will submit recommendations to IRS leadership at a June 15 public meeting.