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.
Why Advisors Should Rethink the 'M' in RMD
By Ed SlottTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 02, 2022
Only One-Fifth of Donors Report High Trust in Charities: SurveyHigh trust was actually up from a year earlier for most types of charities, according to the Better Business Bureau.
November 30, 2022
The 8 Best Year-End Charitable Giving Strategies for 2022Purposeful approaches to year-end giving can help you and your clients cultivate generosity while saving on taxes.
November 16, 2022
5 Smart Charitable Giving Strategies in Uncertain TimesCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.
November 07, 2022
What Advisors, Clients Should Know About Political DonationsDirect contributions aren't tax deductible, but there are ways to support candidates and causes with a tax break.
November 01, 2022
Foundations' Generosity Rose in 2021 With More Focused ImpactGiving increased by nearly 21% from foundations with $50 million to $500 million in assets.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.