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.
Client Demand for Tax Planning From Advisors Keeps Growing
By Rob BurgessJeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.
April 05, 2026
How Wall Street Picks 2026 March Madness Brackets for CharityWhile playing for charity, hedge fund managers, CEOs and investment bankers all want to win.
March 17, 2026
Private Foundations or Donor-Advised Funds? Asking the Right QuestionsHelping clients maximize their philanthropic efforts is an impactful way to build meaningful, lasting relationships.
March 17, 2026
Why You Should Never Ignore Smaller ClientsFrom little asset totals big problems, and big opportunities, can grow.
March 16, 2026
12 Biggest U.S. Mega-Donors to Charity in 2025The Philanthropy 50 counted gifts by donors' family foundations and donor-advised funds but excluded disbursements from them.
February 19, 2026
Foundation Source Adds Execs for Next Growth PhaseThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.
February 10, 2026
Your Clients Have Probably Heard This Risky Tax PitchA tax return's acceptance doesn't mean that a giant future tax bill isn't coming — with interest and penalties.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.