Philanthropy

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?

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

With two months left in 2018, clients can still take advantage of these tax hacks.

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

The business of supporting charitable giving has never been so profitable.

Certain clients may consider donating directly from their IRAs.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Microsoft and Amazon.com are the fund’s top-two holdings.