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.
Foundation Source Adds Multi-Custodial Capabilities to DAF Platform
By John ManganaroThe enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 24, 2025
Debate: Should Itemized Deductions Be Capped for the Wealthy?Starting in 2026 deductions will be reduced for those in the 37% tax bracket.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
August 04, 2025
Advisor to Lace Up for 24-Hour Hockey MarathonMitlin Financial founder Larry Sprung and one of his sons will participate to raise money for a suicide prevention group.
July 24, 2025
6 Reasons Recurring DAF Donations Beat Lump SumsWhile many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.
May 29, 2025
How to Make the Most of RMDsFor clients with more complex financial situations, logistical issues surround when and how the distributions are taken.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.