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.
Schwab, Fidelity Report Record Donor-Advised Fund Giving in 2015
By Michael S. FischerIn a sign of the times, Fidelity DAFs now accept contributions in bitcoin.
January 25, 2016
Charitable Giving Will Grow in 2016 and 2017: ReportThe nonprofit sector in the U.S., and in particular education, can look forward to growth in giving this year and next, a study finds.
January 20, 2016
Tax Law Changes Affecting Your ClientsCongress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
January 12, 2016
Oops: IRS Wrongly Gave Tax-Exempt Status to Many EZ FilersA Taxpayer Advocate study found that 37% of 501(c)(3) groups that had filed the shortened IRS form didn't satisfy the required organizational test.
January 08, 2016
What Clients Need and What Advisors Aren’t Doing: Liz DavidsonThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
December 31, 2015
Critics Blast IRS Plan to Collect Donors’ Personal DataThe proposal would help substantiate donations for tax purposes, but nonprofits worry it could deter donors and risk identity theft.
December 31, 2015
20 most & least charitable statesWalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which are Grinches.
December 31, 2015
Trustees at $2 Billion 401(k) Charged With Self-Dealing, Excessive FeesA court case alleges trustees to Insperity 401(k) plan allowed excessively high recordkeeping costs, amounting to self-dealing by plan fiduciaries.