Philanthropy

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Advisers need to plan their nonprofit work as carefully as the rest of their business.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Have a meaningful conversation with clients about year-end strategies that factor in potential changes in taxation.