Displaying 42 results
3 Questions: Captrust supporting vulnerable communities
Tiffany Larew describes how the firm's employees raised $145,000 to aid U.S. nonprofits helping those most hurt by pandemic's fallout
3 Questions: Creative cards for lonely clients
Kristen Lucas is sending hand-drawn cards from her daughter to Luma Wealth clients who are living alone in quarantine
3 Questions: Building a youth baseball community during COVID-19
Nyle Bayer of Helios Quantitative is organizing kids ages 5 to 15 to play ball as soon as Sacramento's fields are open
3 Questions: Encouraging compassion and contributions
Zac Larson of IntentGen talks about mobilizing clients to support the Chicago community
3 Questions: Paul Saganey highlights philanthropy during pandemic
The founder of Integrated Partners shares good deeds he's seeing in the industry, including one adviser’s effort to ensure students in his community have food
For charitable givers, CARES Act offers big tax breaks
The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income
How advisers can help cancer patients tackle financial distress
The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign
Charitable planning for business owners in transition
As baby boomers exit their businesses, they're good prospects for charitable tools such as donor-advised funds.
New tax law favors charitable giving from IRAs
Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.
Year-end charitable-giving strategies
Use these seven tips now to help clients reduce their tax obligations before the rules change.
Betterment launches ‘free’ charitable-giving platform
Robo-software provider lets investors donate directly from their accounts, and will not charge charities with less than $1 million on the platform.
Working to spark a global movement for pro bono financial planning
Many lives would be changed if pro bono financial planning could be brought to vulnerable people around the globe.
3 ways advisers can help clients maximize charitable giving benefits
There is still time for investors to help fulfill their philanthropic passions and also reduce their tax bills.
Philanthropy sets record for second consecutive year
Charitable donations reached $373.25 billion in 2015, according to Giving USA.
Help clients give wisely
Not all charities are created equal, and advisers shouldn't relinquish their role as stewards of their clients' wealth by avoiding philanthropy discussions
Use charitable giving to offset bull market gains
Year-end donations can help mitigate next year's tax bite.
Some people donate for love, others for money, says research
Charities may be able to use these insights into the reasons that different people give.
Bill for permanent tax deduction of charitable gifts from IRAs sails through House panel
The measure has bipartisan support going forward, but hurdles remain.
Charitable giving bolstered by improving economy
Schwab finds individuals granted out more this year as stocks soared and tax changes hit home.
Charitable giving rises and closes in on 2007 record
In 2013, U.S. adults donated $1,016 per capita, and some research suggests people want to give more.
