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.
IRA Holders Can Reap Extra Tax Benefits With This Charitable Strategy
By Roger WohlnerQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
October 28, 2021
Growing Popularity of Crypto Could Spur Charitable Giving: FidelityCrypto contributions to Fidelity Charitable donor-advised fund accounts have shot up nearly 500% this year.
October 26, 2021
20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2021Advisors can be very helpful in helping families plan how, when and how much to give.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
October 13, 2021
No Portfolio Is an Island, Especially an EndowmentEndowment considerations can also apply to households, especially those with fixed, relatively high spending levels.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 11, 2021
New Low-Fee DAF Allows Crypto Donations, InvestmentsDaffy Charitable uses a phone app and charges monthly subscription rates.
October 07, 2021
UBS Launches 3 'Collectives' to Connect Philanthropically Minded ClientsThe initiative aims to combine clients' expertise and mobilize their capital to address major issues.