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.
How to Jump Into Pro Bono Financial Planning
By Dennis J. Moore and Patrick D. MahoneyHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
February 22, 2022
Demand for Estate Planning Booms Among MillennialsThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.
February 17, 2022
LUMINARIES 2022 Nominations Portal Now OpenThinkAdvisor's industry recognition program is accepting nominations through April 29, and there's no cost to participate.
February 16, 2022
Crypto Gifts Surge at Fidelity's Philanthropic PowerhouseFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
February 08, 2022
IRS Reminds Taxpayers of American Rescue Plan BenefitsThey include a new deduction for charitable gifts and the rebate for those who missed 2021's third stimulus payments.
February 04, 2022
New Bill Creates 2 New Types of Donor-Advised Funds; Philanthropy Group BalksLawmakers say they want to ensure more of the money stored in these tax-planning vehicles is actually put to work.
January 25, 2022
Selecting and Evaluating DAF SponsorsSince some fund sponsors target clients directly, advisors must help clients choose the right one.