Results for "charitable giving"

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Bunching can help qualify for pass-through

November 9, 2019

Bunching charitable contributions can help business owners qualify for the pass-through deduction. [More:​ Charitable donations fall as result of Republican tax law changes] The law created a tax deduction for owners of pass-through businesses...

Uncharitable giving

November 9, 2019

Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years as a result of legislation working its way through Congress. [More:​ Tax reform changed the way advisers...

Charles Schwab's daughter focuses on financial literacy

October 29, 2019

Just as her father, Charles Schwab, set out to bring investing to average Americans, Carrie Schwab- Pomerantz is dedicated to making financial education and understanding attainable for all. "The lack of financial literacy cuts across Americans...

Charles Schwab slams wealth tax as destroyer of U.S. creativity

October 16, 2019

To Charles Schwab, who brought stock-market investing to the masses with his eponymous discount brokerage, socialism evokes a grim, unremitting sameness — a death knell for creativity. "If you'd like socialism, we all drive the same car or...

4 ways to build a team that believes in making an impact

September 26, 2019

As more than 230 Carson Group stakeholders converge in Omaha this week for our annual two-day, companywide retreat, their presence reminds me of what it means to make an impact. It reminds me that, as advisers, we often forget the reach of our...

Lyft founders giving more than 1.5 million shares to donor-advised fund

August 30, 2019

Lyft Inc.'s co-founders are donating more than 1.5 million shares of the company to the National Philanthropic Trust, one of the largest operators of donor-advised funds, a controversial type of charity. The founders, Logan Green and John Zimmer,...

Fidelity Charitable donors gave record $4 billion in first half of year

July 29, 2019

Fidelity Charitable, an independent public charity and the nation's largest grantmaker, said that donors recommended $4 billion in grants through the middle of July, a 48% increase compared to the same period last year. (More: Record $5.2 billion...

Schwab Charitable pegs 33% rise in grants to market strength, tax changes

July 23, 2019

Schwab Charitable said it facilitated over $2.4 billion in grants to over 83,000 charities during its 2019 fiscal year, attributing the results in part to current market valuations that can provide tax benefits to those making donations. That...

Adviser finalists announced in 13th annual Invest in Others Awards

July 15, 2019

Fifteen advisers have been named as finalists for the 13th annual Invest in Others Awards in recognition of their generosity and demonstrated philanthropic commitment to their communities and abroad. "This year's finalists are an impressive...

Charitable donations fall as result of Republican tax law changes

June 21, 2019

Americans gave less money to charities last year partly because the Republican tax law changes made many people ineligible for tax breaks that can inspire donations. Giving by individuals fell an estimated 3.4%, after adjusting for inflation,...

Tax reform changed the way advisers promote charitable giving, Fidelity survey says

June 12, 2019

The 2017 Tax Cuts and Jobs Act that overhauled the American tax code has changed how advisers are promoting charitable strategies to clients, a study by Fidelity Charitable has found. "Advisers seem to have recognized that charitable giving...

How Aspiriant's advisors help clients feel successful through giving

May 16, 2019

Using Schwab Charitable to maximize the impact of philanthropy As chief operating officer and a member of the executive committee at the San Francisco-based registered investment advisor Aspiriant, Michael Kossman understands the philanthropic...

Dynamic philanthropic environment expected through 2020

April 15, 2019

Which U.S. organizations are receiving the extra funds? Who's doing all this charitable giving? Who's giving more in 2019 and 2020? Total giving is projected to rise 3.5% in 2019 4.1% in 2020 higher than the historical 10-year, 25-year and 40-year...

There are big benefits to investing in family-controlled businesses

April 12, 2019

Investing in family-controlled businesses requires a good amount of patience and a measure of faith, but the benefits are hard to ignore. Exactly what constitutes a family-controlled business varies, but a general definition is one in which...

Fidelity creates workplace charitable-giving program

March 25, 2019

Fidelity Investments has introduced a workplace philanthropy program that allows employers to integrate charitable giving into their current benefits program. Called Fidelity Workplace Giving, the program offers employees a way to manage their...

Baseball, taxes and retirement destinations

March 11, 2019

My husband is a huge baseball fan. Me, not so much. But I always appreciate it when he forwards articles about his favorite pastime that are relevant to my passion for retirement planning. Case in point: Bryce Harper's decision to sign a record-setting...

As donor-advised funds grow in popularity, they may draw more scrutiny

March 1, 2019

An increasingly popular way to make charitable donations while maintaining the tax benefits of philanthropy could face greater regulatory scrutiny. The tax reform law of 2017 eliminated many deductions, including those for charitable contributions,...

Record $5.2 billion given through Fidelity Charitable in 2018

February 15, 2019

Donors made grants of a record $5.2 billion from their donor-advised funds at Fidelity Charitable in 2018, which was $700 million more than in 2017, according to a report released by the charity. Last year's giving was particularly impressive...

Donors gave a record $2.2 billion through Schwab Charitable in 2018

January 22, 2019

Donors gave a record $2.2 billion in grants to 86,500 charities through Schwab Charitable in 2018, representing a 35% increase from the previous year. A total of 487,000 grants were made, Schwab said in a release, with Feeding America, Planned...

Early planning of qualified charitable distributions produces better tax results

January 8, 2019

The use of qualified charitable distributions, or QCDs, from individual retirement accounts has ballooned, but tax savings opportunities are still being lost because of some basic misunderstandings about how the QCD rules work. Plan these out...

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