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.
Wealthy Donors Worry Their Gifts Are Wasted
By Michael S. FischerMore than half of donors with at least $10 million said their philanthropy kept them up at night, yet few said they talked to advisors.
March 23, 2016
Cash-Strapped Connecticut Licks Tax Chops at Yale Endowment FundA proposed bill in the state would tax endowment income in funds with $10 billion or more a distinction that applies only to Yale.
March 22, 2016
For Retirees, Giving Back Is a High PriorityWhen we look at American retirees, what do we see? People in need of help or people prepared to help? asked Ken Dychtwald. Its both.
March 18, 2016
Do Political Campaign Donations Cannibalize Charity Gifts?Donors who made campaign gifts in 2012 actually gave more to charity than they did the year before, a study found.
March 18, 2016
What to do with a deal that is "stuck"You have seen this deal before: It's been in your pipeline since last quarter ... and the one before that.
March 15, 2016
Eli Lilly changes goal of Alzheimer study using solanezumab(Bloomberg) — Eli Lilly & Co. (NYSE:LLY) has changed the primary goal of a test of its potential Alzheimer’s disease drug, an unusual move…
March 15, 2016
20 Most Generous U.S. Donors: 2016Overall giving by ultra-wealthy donors fell by 30% as tech entrepreneur donations plummeted.
March 14, 2016
Reducing the Impact of Obamacare’s Net Investment Income TaxThe pain of the NIIT, designed to partially fund the Affordable Care Act, can be softened by smart planning.