Philanthropy

Wealth Think Charitable giving strategies that maximize client impact

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

June 16

Angie O'Leary

RBC Wealth Management
Clients want to give back — here's how advisors can help them do philanthropy right

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

Sponsored by St. Jude Children's Hospital
The many ways to leave a legacy, with ACFS President George Nichols III

Inspired by two lessons his mother taught him when he was a child, the President and CEO of The American College of Financial Services has a passion for giving — and helping others give — that runs deep.

Sponsored by St. Jude Children's Hospital
How charitable giving fits into your clients' financial plans — and your firm's business plan

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

Sponsored by St. Jude Children's Hospital
Tax

A powerful new tool transforms how billionaires give fortunes away

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

By Ben Steverman

November 29
Tax

How Fidelity Investments built America's biggest charity

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

By Noah Buhayar, Annie Massa and Sophie Alexander

November 23
Tax

Foundations set up by the rich are increasingly using charity loophole

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.

By Noah Buhayar

October 28
Tax

Wealthy use loophole to reap tax breaks — and delay giving away money

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

By Noah Buhayar, Sophie Alexander and Ben Steverman

October 3
Tax

Donor-advised funds taking in more noncash assets like crypto

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.

By Michael Cohn

August 8
Wealth Think 10 pro tips for advisors working with private foundations

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

July 22

Jeffrey D. Haskell

Foundation Source