Philanthropy

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.

Including the next generation in a family's charitable activities helps advisors build a relationship.

Contributing appreciated holdings to charity can be a tax-efficient strategy.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies.

The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.

Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets.

People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference.

Mixing your clients' charitable impulses with your own can have multiple benefits.

Clients want to give back, and not just for the tax breaks.

Helping clients develop a game plan offers several advantages, says Raymond James' Paula Feinberg at Women Advisors Forum in Dallas.

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.