Results for "charitable giving"

Displaying 202 results

Sort: Date | Relevance

Author:

Tax-smart year-end charitable giving

November 21, 2018

When our extended family gathers around my sister's Thanksgiving table each year, we each express our gratitude for the people, events and experiences that shaped our lives over the past year. Inevitably, our thoughts and sympathies turn to...

5 year-end tax planning strategies

October 29, 2018

As the end of 2018 approaches, the new tax laws will make year-end tax planning more complicated than usual. In spite of the complexity, there are several moves you can make for your clients to minimize their upcoming tax liabilities without...

Super-rich are piling up wealth in black-box charities

October 3, 2018

It's all the rage in charitable giving — and it's actually got some charities worried. Donor-advised funds — money that grows tax-free in individual accounts — are reshaping the landscape of U.S. philanthropy. After creating their account,...

Time to get inspired by incredible advisers

September 29, 2018

Five financial advisers and two firms won leadership awards at the 12th annual Invest in Others Awards last Thursday for their charitable initiatives and corporate philanthropy.

Be inspired by incredible advisers and firms' charitable efforts

September 27, 2018

Five financial advisers and two firms won leadership awards for their charitable initiatives and corporate philanthropy on Thursday night at the 12th annual Invest in Others Awards. Presented by the Invest in Others Charitable Foundation, the...

It's past time for the wealth management industry to help the economically vulnerable

September 20, 2018

Growing up in Detroit in the 1960s and 1970s, and then returning there for visits today, feels like a tale of two cities. In my childhood, relatives and neighbors were employed in blue-collar jobs. Working hard, they earned enough to own their...

Why advisers should market philanthropic giving to entrepreneurs

September 19, 2018

Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to...

As ESG investments boom, asset managers seek out fixed-income options

August 30, 2018

Wall Street's do-good investment boom is finally taking notice of the credit markets. Sustainable investment assets grew 37% last year, according to Bloomberg data, but the majority of those funds focus on stocks. That's leading to some awkward...

The power of philanthropy shifts to women, and advisers are taking notice

July 21, 2018

Financial adviser​ Randy Kaufman once worked with an artist making a generous bequest to a midwestern university. The university wanted to put her name on a building as a recruitment tool. The painter wanted to stay in the background. "I had...

Finalists announced for 12th annual Invest in Others Awards

July 16, 2018

Fifteen advisers and six companies have been named as finalists for the 12th annual Invest in Others Awards. The Invest in Others Charitable Foundation honors financial advisers and firms that have demonstrated commitment to their communities...

Advisers use ethical wills to look beyond client assets

June 19, 2018

Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it's a little bit of both. Enter the ethical will, which is also known as a "legacy letter" or "living legacy" by financial advisers helping their...

Impact investments made by more than 70% of millennials and Gen Xers

June 12, 2018

A large majority of affluent millennials (77%) and Generation X investors (72%) have made an impact investment, according to a study from Fidelity Charitable, an independent public charity. This compares with just 30% of affluent donors from...

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...

Tax reform: 7 essential strategies for financial advisers

January 13, 2018

There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies...

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,...

Capitalism is beautiful. Young prospects might disagree

December 11, 2017

Capitalism is one of the greatest things that ever happened to America. This isn't just an idle thought for me. It's why we at Stephens launched the ongoing This Is Capitalism multimedia experience two years ago. Yet many Americans, including...

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...

Next Page »

1 | 2 | 3 | 4 | 5 ... 11

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.