Philanthropy

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.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

Why advisers shouldn't leave this aspect of planning on the back burner.

Why advisers shouldn't leave this aspect of planning on the back burner.

Sacha Millstone takes up the cause working with Gooding, an indie band that uses music to teach young people how to make better decisions about their money.

The documents are good indicators of investors’ past behavior and probable future behavior.

No more golf balls: Business-building giveaways that clients really want.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Fidelity practice management program includes planning, funding and research aids.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

Examining these issues may take the guesswork out of a client's estate plan.