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.
After 25 Years, Schwab Charitable Has a New Name
By John ManganaroThe new name is intended to reflect how charitable giving has evolved over the decades.
May 28, 2024
How Millennials and Gen Z Plan to Use InheritancesNearly 8 in 10 respondents to a Blueprint survey said they planned to save or invest the money.
May 07, 2024
7 Surprising Facts About Giving From Donor-Advised FundsOne finding: Higher grant levels in response to crises have not diminished planned giving.
May 01, 2024
Schwab Charity Funnels $250M to Right-Wing CausesThe donor-advised fund gave $141 million to a group tied to activist Leonard Leo between mid-2022 and mid-2023.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 22, 2024
How Unexpected Events Affect Charity Donors' Giving: Vanguard CharitableOn average, 15% of donor-advised fund giving is in response to an unforseen event, research finds.
April 17, 2024
9 Steps for Advisors to Rebuild GoodwillYou can't erase history, but you can position yourself as genuine and generous, earning prospective clients' respect.
March 25, 2024
Everything to Know About RMD Planning for 2024The Secure 2.0 Act made three major RMD changes that are effective this year and beyond.