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.
Don't Let a Simple Mistake Foil Your Client's QCD Plans
By Robert Bloink | William H. ByrnesFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 16, 2022
Vanguard Launching Environmental Stock FundThe fund should start trading in the fourth quarter with an expense ratio of 0.75% for Investor Shares and 0.60% for Admiral Shares.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 22, 2022
What Drove Americans to Increase Charitable Giving in 2022?Reports from Schwab Charitable and Fidelity Charitable explore why clients are donating, how much and to whom.