Philanthropy

In 90% of families, wealth disappears by the end of the third generation.

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.

Taxpayers face a 5% penalty if they fail to meet the deadline.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

A higher standard deduction makes itemizing deductions less valuable.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

The organization of CFP volunteers and other nonprofits are ramping up services and recognition for advisors who do good deeds.

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

The Trump tax cut may have changed the calculus for some couples filing joint returns.

There has been a robust increase in employers' registration since the program started last year, data shows.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?