Results for "charitable giving"

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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...

Is pro bono work in your future?

January 2, 2019

Doesn't everyone want to make a positive difference in the world? Of course, financial planners do that every day through their work with clients. But going above and beyond the daily services for which we charge clients takes "giving back"...

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...

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