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.
Demand for Estate Planning Booms Among Millennials
By Michael S. FischerThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
February 08, 2022
IRS Reminds Taxpayers of American Rescue Plan BenefitsThey include a new deduction for charitable gifts and the rebate for those who missed 2021's third stimulus payments.
February 04, 2022
New Bill Creates 2 New Types of Donor-Advised Funds; Philanthropy Group BalksLawmakers say they want to ensure more of the money stored in these tax-planning vehicles is actually put to work.
January 25, 2022
Selecting and Evaluating DAF SponsorsSince some fund sponsors target clients directly, advisors must help clients choose the right one.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 20, 2021
How to Uncover Clients' Real Charitable GoalsDuring this holiday season, advisors can help clients understand the impact of ongoing philanthropy on their overall financial plan.