Displaying 44 results
Spontaneous DAF contributions ignite more giving
Vanguard Charitable research spanning tens of thousands of donor-advised fund accounts reveals the catalytic impact of gifts.
Regions Bank launches team dedicated to philanthropic ambitions
Bank announces seasoned leader for new wealth management team.
Getting a family to the table to discuss giving is tougher than it sounds
'It's really that transparent conversation that's the key to making sure that we utilize these different strategies that are in place,' an advisor says.
Industry awaits an answer on proposed donor-advised fund regulations
Last November, the IRS proposed regulations that would fundamentally redefine DAFs.
Next-gen medics to study free as Ruth Gottesman donates record $1B to medical school
The gift to Albert Einstein College in New York is the largest ever made to a US medical school.
Fidelity Charitable reveals record year in philanthropic giving
Annual report shows donors made $11.8 billion in grants from Fidelity's donor-advised funds last year.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
New software solution helps advisors plan clients’ charitable accounts
Tool aims to make it easier to keep track of commitments in real time.
With $84 trillion wealth transfer coming, advisers should be licking their chops
Cerulli research shows mountains of wealth will be looking for a home over the next 20 years.
Schwab Charitable donors give record $3.7 billion in grants
Dollar giving was up 13% in fiscal 2021, while the number of grants rose 24%.
Time’s running out for a mega qualified charitable distribution!
2021 is the last year your clients can use their retirement funds for unlimited charitable giving as a result of provisions in recent tax laws.
Pandemic led men to be more charitable, survey finds
Women are still more generous than men and became even more interested in philanthropy in 2020.
Providing the building blocks of financial literacy training
The pandemic has reminded us that too many Americans are being left behind economically, and the stats for financial education demonstrate that is happening in the classroom too.
Goldman plans $10 billion initiative to support Black women
The program, which includes $100 million going to philanthropic efforts, has the goal of affecting the lives of 1 million Black women by 2030.
Use this philanthropic giving tool for impact investing
Donor advised funds can be used to support increasingly popular impact investing.
COVID-19 has proven the crucial role of financial advisers
The support financial advisers have provided to clients has expanded substantially during the pandemic
Adviser wins award for combating human trafficking
Invest in Others announced Brian Robinson of UBS Financial Services as a 2020 award winner
Adviser honored for empowering healthier lives and inspiring hope
Invest in Others announced Duane Chaney of Arch Capital Advisory Group of Raymond James 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
FPA launches philanthropic solutions certificate program
The six-part online series is co-sponsored by the American Heart Association and qualifies for six continuing education credits
