Results for "charitable giving"

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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...

Cost of settling estates rising as states hunt for more revenue

July 16, 2015

Thanks to the recession in 2008, your clients may be paying higher probate fees in the years to come. Meager state coffers resulting from shrunken tax revenue have meant lawmakers around the country have had to cut state spending for education,...

Charitable giving finally surpasses pre-crisis levels

June 16, 2015

Philanthropy reached a record high last year, finally surpassing the amount donated before the recession depressed Americans' charitable giving. Donations rose 5% in 2014 when adjusted for inflation, to $358.38 billion, just a hair above the...

Wealthy want more than a tax break from charitable donations

June 10, 2015

Wealthy Americans think more strategically about their charitable gifting than one might expect. About 90% of donors who contribute to charities through donor-advised funds each year do so for the immediate tax deduction, a new survey of 119,000...

Older investors opening up to socially conscious investing

May 14, 2015

Younger investors have long been interested in socially conscious investing, but a new report from Spectrem Group indicates that older investors — loath to “throw away” money — are starting to turn to funds that espouse a cause, as long...

Gross' greatest project: Giving it all away

May 12, 2015

Count Bill Gross among the world's biggest philanthropists. The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune, a figure that's “staggering, even to me,” he said in...

Everything you need to know about setting up a private foundation

March 17, 2015

Tax season is always a good time to talk about charitable giving goals for the next year — and if those goals are large and long-term, clients might want to learn more about private foundations. Charitable giving has become a centerpiece of...

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 —...

Line-by-line: Opportunities lie in your clients' income tax return

March 11, 2015

Advisers have plenty of good reasons to take a good look at investors' Form 1040. Tax season is now in its height as the April 15 deadline for taxpayers to submit their individual income tax returns approaches. Though the individual income tax...

Advisers like Rubio tax plan's simplicity, but shudder at details

March 6, 2015

Investment advisers like the idea of streamlining the tax code, but they worry about the details of the plan put forward earlier this week by potential presidential candidate Sen. Mark Rubio, R-Fla., and Sen. Mike Lee, R-Utah. The senators introduced...

Rubio-Lee tax plan eliminates deductions and ties large, small business rates

March 4, 2015

A tax reform proposal floated Wednesday by two senators, including one who may run for president, would eliminate almost all special tax breaks while ensuring that large and small businesses pay the same tax rate. Sen. Marco Rubio, R-Fla., and...

529 benefits go beyond college savings

March 4, 2015

Advisers who help clients recognize the advantages of Section 529 plans — beyond saving for college — stand to gain business benefits. The tax incentives of 529 college savings plans are the most obvious reason to suggest clients with children...

Charitable IRA rollovers and what you're missing, thanks to Congress

February 16, 2015

Every two years since 2006, Congress has renewed the charitable IRA rollover, but financial advisers and donors are never sure if it will happen. It passed with two weeks left in 2014 but in a change from past practice, was renewed only for...

Tax reform battle zeroes in on small businesses

February 11, 2015

Small businesses — including many independent adviser firms — are at the heart of the tax-reform tug-of-war going on in Washington right now. This week marks the tentative start of tax reform on Capitol Hill, and congressional Republicans...

House set to vote on making tax breaks for IRA charitable donations permanent

February 9, 2015

Investment advisers are encouraged that the U.S. House of Representatives is set to consider legislation that would forever enshrine in the tax code special treatment for certain charitable donations, but they're keeping their expectations low....

BlackRock expanding efforts on impact investing

February 9, 2015

BlackRock Inc., the world's largest money manager by assets, on Monday announced the launch of a unit that will cater to investors who want to bring social or environmental goals to their portfolios. The firm said it was installing Deborah Winshel,...

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