Results for "charitable giving"

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Doubling standard deduction could hurt philanthropic giving

April 27, 2017

Average Americans may curb their philanthropic giving if President Donald J. Trump's proposed doubling of the standard deduction comes to fruition. If taxpayers can shield twice as much of their income from taxes through the standard deduction,...

Working to spark a global movement for pro bono financial planning

February 14, 2017

The United States has a long history of connecting the financial planning community to people in need. For 22 years now, we've helped fund vital programs that connect volunteer financial planners to underserved people who need no-strings-attached,...

Many wealthy Americans haven't planned for the transfer of their assets

January 31, 2017

Affluent Americans aren't doing much to prep the next generation to inherit their riches, creating a wealth of opportunity for financial advisers who can convince clients to focus on legacy planning. Even though about $4 trillion is set to be...

U.S. Trust's Costello: The biggest challenge wealthy donors face

January 23, 2017

Giving is easy, but giving well is extremely difficult, according to Claire Costello, national philanthropic practice executive at U.S. Trust. Here's how advisers can help wealthy donors with their biggest pain point.

How to help clients achieve sustainable philanthropic giving

December 20, 2016

Philanthropy that delivers lasting results is as important as ever to affluent clients — especially here in the U.S. What's changing, however, are the tools, trends and strategies wealthy philanthropists are using to build sustainable charitable...

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...

A donor-advised fund can benefit clients as well as charity

November 21, 2016

The aging baby-boomer generation has brought its fair share of challenges to our country's economy and markets — everything from strained entitlement programs to difficulties providing health care. However, boomers have accumulated an unprecedented...

7 tips on achieving zero-tax estate planning through charitable giving

October 30, 2016

How charitable should I be? What will my legacy be? What values can I teach my children and grandchildren? What do I have passion for? These are some of the questions clients start asking themselves in the autumn of their lives. Estate planning...

Applause, please: Financial advisers win Community Leadership Awards

September 29, 2016

The charitable contributions of five financial advisers and two firms were honored Thursday night at the 10th annual Community Leadership Awards, presented by the Invest in Others Charitable Foundation and InvestmentNews. "It's resoundingly...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016

The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be...

Help clients see impact of charitable giving, as ice bucket challenge just did

July 28, 2016

Reports that the Ice Bucket Challenge helped fund the discovery of a gene that could lead to a treatment for ALS serve as a reminder that when it comes to charitable giving, a little progress can go a long way. Millions of people who allowed...

Philanthropy sets record for second consecutive year

June 14, 2016

Philanthropy reached an all-time high for the second year in a row as Americans donated around $1 billion per day in 2015. With an increase in donations from every source, individuals and foundations alike, the estimated total of $373.25 billion,...

Adviser's Consultant: How to create a wealth transfer process for clients

February 10, 2016

Brent Brodeski set out a year and a half ago to beef up Savant Capital Management's estate planning capabilities and create a process for clients who wanted to leave behind a legacy. His first move was to hire a premiere attorney in northern...

Giving the missing link to retirement happiness?

December 2, 2015

Facebook Chief Executive Mark Zuckerberg and his wife's announcement Tuesday that they will be donating 99% of their Facebook stock in their lifetimes could encourage clients to ask about philanthropic giving while they're still around to witness...

Year-end tax planning strategies advisers should be considering

October 30, 2015

The end of the year is quickly approaching, and with it end-of-year tax considerations. Because tax rules are largely unchanged, tactics employed last year will more than likely still be relevant. Still, there are important strategies advisers...

Magnanimous advisers win ninth annual Community Leadership Awards

September 30, 2015

The strong philanthropic commitments of five financial advisers and one firm were honored Wednesday night at the ninth annual Community Leadership Awards. The awards were presented by the Invest in Others Charitable Foundation and InvestmentNews...

Advisers and corporations pitch in for vital causes

September 27, 2015

The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the ninth annual Community Leadership Awards. The awards will be presented Wednesday, honoring financial advisers who make a difference with their...

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...

Tools for legacy planning to help clients — and hold on to their inheritors

August 10, 2015

Advisers looking to retain control of assets as they are passed down to future generations should consider reaching out to clients now to help them plan their legacy. Working with clients to share values with heirs, as well as instructing those...

Which of your adviser peers made the short list for the Community Leadership Awards?

July 17, 2015

The Invest in Others Charitable Foundation and InvestmentNews have recognized 15 advisers for their outstanding commitments to philanthropic giving and their work with charitable organizations around the globe. Five of these advisers, one from...

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