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‘700 Club’ founder Pat Robertson’s death raises estate planning questions
The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations.
Helping philanthropic clients get the most out of their giving
David Foster found his niche when he realized how difficult it was to make sure his donations were having the desired impact.
How charitable donations can replace the stretch IRA
The stretch strategy, which allowed beneficiaries to spend down inherited traditional IRA assets over the rest of their lives, all but disappeared with the passage in 2019 of the SECURE Act.
5 myths about using donor-advised funds for impact investing
In fact, some of the largest DAF providers in the country have made significant strides over the past three years to offer donors greater flexibility to choose investments aligned with their personal values and philanthropic intent.
Surprise tax bills, credits await as IRS filing season begins
Some people could benefit from filing quickly this tax season, as Congress works on another round of stimulus checks, while others may benefit from holding off.
January is the new December for charitable contributions
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
7 reasons donor-advised funds can be a good place for impact investing
DAFs can help investors surmount various barriers that discourage them from getting started with investments seeking social and environmental returns
Planners: Share your time and change lives
Offering your services on a pro bono basis is one of the most powerful things you can do to help
Average charitable gift increased by 56% in 2019, study finds
Despite changes in tax treatment, philanthropists increased support for nonprofits
Adviser recognized for 25 years of dedicated support for students
Invest in Others Charitable Foundation named Lynn Chen-Zhang of Zhang Financial its 2020 Lifetime Achievement award winner
Adviser wins award for combating human trafficking
Invest in Others announced Brian Robinson of UBS Financial Services as a 2020 award winner
Adviser recognized for assisting victims of human trafficking
Invest in Others Charitable Foundation named Lynette Atchley of CPA Financial Advisors as a 2020 winner
Why 2020 is a good year to give
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs
IRS gives businesses a break for donations related to SALT cap
Businesses that donate to charities in exchange for a state tax credit can deduct those costs from their federal taxes, according to new regulation
Schwab Charitable donors gave record $3.3 billion last year
Users of Schwab’s donor-advised fund made nearly 700,000 grants in the year ended in June
Congress pressed to mandate higher giving amid crisis
Proposal would require foundations and donor-advised funds to donate 10% of their total assets to charities in each of the next three years
Finding your higher calling in a crisis
It’s time for advisers to lend a hand to those who are faring less well
3 Questions: Investing in firms that help those most hurt by pandemic
Impact Assets' Margret Trilli describes new fund that's sending capital to frontline heroes and others supporting those impacted by COVID-19 fallout
3 Questions: Riskalyze engineer helping with his 3D printer
Riskalyze CEO talks about how the fintech firm is making masks more comfortable
3 Questions: Firm leveraging clients’ charitable efforts
Thrivent's Luke Winskowski discusses how they're helping clients support charitable causes
