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.
Bright Health Gets Financing to Support California Medicare Plan Sale
By Allison BellThe health insurance startup capital spigot dried up last year after investment market turmoil reduced investors' appetite for risk.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 10, 2023
New York Close to Fixing State's Charitable Gift Annuity GlitchYour Empire State clients might have an easier time doing well by doing good.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
June 22, 2023
Charitable Giving in Focus on June 27 WebcastJoin this expert panel discussion on trends in philanthropy, the use of donor-advised funds and more updates for advisors and their clients.
June 22, 2023
Buffett Donates $4.6B in Berkshire Shares to CharitiesThe 13.7 million Class B shares were donated to five philanthropies, including one named for his late wife and several run by his children.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.