Philanthropy

"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein.

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up.

Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money."

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.

Advisors still have time to come up with significant savings for their clients.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now.

On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A family contribution system can help strengthen philanthropy as a core family value.

Clients who attend charity dinners or concerts need to take precautions on their tax returns.

A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.

There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A family contribution system can help strengthen philanthropy as a core family value.