Philanthropy

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?