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.
It's Not Too Early to Start 2024 Tax Planning
By Roger WohlnerClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 16, 2024
Comments Close on IRS' Excise Tax Plan for Donor-Advised FundsThe proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.
February 15, 2024
Fidelity Charitable Donors Granted Record $11.8B in 2023Funds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 14, 2024
Why So Many Estate Plans Are Out of Date: Jamie HopkinsEven skilled advisors often overlook one critical issue, the Bryn Mawr Trust private wealth management head says.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.