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.
For Advisors, an Untapped Opportunity in Donor-Advised Funds
By John ManganaroDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.
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.
March 18, 2024
5 Groups That Benefit From Donor-Advised FundsIncluding DAFs in conversations with clients is important to advisors, investors and the charities they support.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.