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.
Nonprofits Weigh In on Pros and Cons of Donor-Advised Funds
By Michael S. FischerDAFs are growing in popularity, but they have some vocal critics.
January 27, 2020
Schwab Donor-Advised Fund Grants Rose 26% in 2019Many donors capitalized on strong market growth to donate appreciated assets, Schwab Charitable said.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.
January 08, 2020
Your Client Opened a Donor-Advised Fund Account. Now What?They probably know which causes they want to support. Now you can help them take action.
January 03, 2020
IRS Updates Guidance on Virtual Currency DonationsWhat charitable donors and recipients should know about the tax treatment of cryptocurrency contributions.
December 23, 2019
Fidelity Charitable Edges Out Gates Foundation as Biggest Grant MakerThe two grant-making nonprofits have duked it out for the top spot over the past six years.
December 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.