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.
Fidelity Charitable Donors Gave a Record $7.3 Billion in 2019
By Bernice NapachIt was the second consecutive record-breaking year for distributions from the donor-advised fund.
February 04, 2020
Nonprofits Weigh In on Pros and Cons of Donor-Advised FundsDAFs are growing in popularity, but they have some vocal critics.
January 31, 2020
How Charitable Boomers Can Reduce the RMD Tax PinchWIth a QCD, retirees can get around tax issues when RMDs threaten to bump them into a higher bracket.
January 28, 2020
Ex-FBI Hostage Negotiator Offers Tips for Dealing With ClientsChris Voss tells ThinkAdvisor how to disarm an upset client and how to reveal hidden information when negotiating.
January 27, 2020
Schwab Donor-Advised Fund Grants Rose 26% in 2019Many donors capitalized on strong market growth to donate appreciated assets, Schwab Charitable said.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.
January 08, 2020
Your Client Opened a Donor-Advised Fund Account. Now What?They probably know which causes they want to support. Now you can help them take action.
January 03, 2020
IRS Updates Guidance on Virtual Currency DonationsWhat charitable donors and recipients should know about the tax treatment of cryptocurrency contributions.