Philanthropy

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.

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

Even the wealthiest can't give to every worthy cause. Here's how advisors can help evaluate the options.

Schwab reported $742 million in donations to charities for 2013, a 36% increase compared to 2012 and its largest percentage jump in more than five years.

The Foundation for Financial Planning has named four new members to its board of trustees.

Here's how to help clients maximize both the charitable and tax benefits of any donation.

Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake.

Increased taxes on long-term capital gains has renewed interest in trusts that can sell donated assets, avoid tax, and pay a stream of income to the donors.