Results for "charitable giving"

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Charitable giving through donor-advised funds on rise

April 6, 2018

The spirit of giving appears to have enjoyed a short-term boost thanks to a confluence of factors, including December's tax-reform package. Grants from donor-advised funds — which allow account holders to receive a tax deduction immediately,...

Charitable planning for business owners in transition

March 30, 2018

Boomer business owners are reaching an age at which they must exit the business and move into what used to be called "retirement." But many such boomers are still energetic and eager to put their money and their talent to work post-exit. As...

Billionaires donating to a Goldman charity unmasked by IRS error

March 15, 2018

Three of America's most discreet billionaire philanthropists have emerged as the biggest donors to the Goldman Sachs Philanthropy Fund after the IRS accidentally revealed their identities. A filing shows that former Microsoft CEO Steve Ballmer...

Bunching expenses is one way to recover benefits lost under tax reform

March 12, 2018

With all the changes to the rules regarding tax deductions included in the most recent tax reform act, taxpayers and their advisers are looking for ways to recapture some of the tax benefits that were lost. It could be that the best strategy...

How to discuss philanthropy with wealthy clients

November 17, 2017

To enter the philanthropic planning space successfully, know that it is all about questions and conversations, rather than about expertise and answers. You become a resource for the client as he or she explores issues of great importance. From...

Help Clients Make Charitable Giving History

November 15, 2017

2017 may well be a record breaking year for philanthropy in the United States. Three significant contributing factors—strong markets, possible tax reform, and increased support for disaster relief and recovery—suggest that now may be an...

Year-end charitable-giving strategies

November 21, 2017

The tax code provides high-net-worth charitable donors with strategic opportunities to make their philanthropic activities go further. Opportunities also exist that can minimize their income and estate and gift tax liabilities, increase the...

Interest in donor-advised funds surges in response to tax changes

December 20, 2017

With Congress passing the most sweeping tax law changes in a generation, the three major providers of donor-advised funds — Charles Schwab & Co. Inc., The Vanguard Group Inc. and Fidelity Charitable — report a high volume of new accounts,...

As charity season nears, time to review clients' donor-advised funds

August 18, 2015

The end of summer is a great time for clients to review their donor-advised fund before the fall and winter charity season. A quick check on the use and funding of donor-advised funds once or twice a year maximizes financial and tax-planning...

Tax reform debate sparks fresh interest in donor-advised funds

November 21, 2017

The battle over tax reform in Washington has not been lost on financial advisers and investors looking to take advantage of existing charitable-giving rules. Kim Laughton, president of Schwab Charitable, said assets in donor-advised funds are...

Invest in others call to action: Nominations

March 17, 2015

Do you know an adviser who inspires hope? Who impacts their community? Who's changing the world? Financial advisers do amazing work for their clients, but they also do amazing work for their communities. Advisers are incredibly charitable —...

Betterment launches 'free' charitable-giving platform

November 15, 2017

Betterment plans to digitize yet another value proposition of traditional advisers, this time setting its robo-sights on charitable giving. A new feature from the digital adviser, aptly named Betterment Charitable Giving, lets investors donate...

Community Leadership Awards deadline extended

April 24, 2014

Nominate an adviser for a Community Leadership Award — the deadline has been extended through April 28. Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category...

The art of legacy planning – 7 best practices for gifting art to museums

December 17, 2014

Artwork is among the most collected “investments of passion” among high-net-worth and ultrahigh-net-worth households and is increasing among advisers' clients. Worldwide, 600,000 millionaires are serious art collectors and high-net-worth...

Advisers recognized for giving back to their communities

September 19, 2013

A spotlight was on 15 financial advisers for their extraordinary commitment to their communities and five were singled out for special honors at the seventh annual Community Leadership Awards in New York on Thursday night. Awards in five categories...

Fifteen advisers, six firms named finalists by charitable foundation

July 20, 2017

Fifteen advisers and six companies have been named as finalists for this year's Invest in Others Awards. The awards, presented annually for the past 10 years by The Invest in Others Charitable Foundation to acknowledge outstanding volunteer...

Community Leadership Awards: Deadline is today

April 23, 2014

Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category winners will receive a $20,000 donation to the charity they support. Visit www.investinothers.org to submit...

TAXES: IRA charitable-gift extension included in tax extenders bill

April 6, 2010

The bill passed by the Senate last month that extends expiring tax breaks includes a provision affecting individual retirement accounts. HR 4213 would allow tax-free rollovers from IRAs to charities to continue through the end of this year....

Tax reform threatens a powerful client relationship tool

October 13, 2017

This won't be your father's tax reform process – and it may not be the one your business needs either. That's because it might take away investment advisers' number one secret weapon for building strong relationships with their clients –...

3 ways advisers can help clients maximize charitable giving benefits

December 13, 2016

Andy Williams can be heard singing “It's the Most Wonderful Time of the Year” over the airwaves these final weeks of 2016. For charitable organizations, the words are appropriate, as December is the time nonprofits traditionally receive...

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