Charitable deductions

How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised rules on charitable deductions.

Daffy's campaign toolkit upgrade aims to boost donations via social functions: "People are inspired to give when they see others step up," said CEO Adam Nash.

Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.

The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.

The two strategies can complement each other, but success depends on starting out with a clear vision.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.

The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

More tax savings means happier clients and potentially wealthier financial advisors.

Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.

The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.

Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.