Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds
By Melanie WaddellThe bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.
January 21, 2025
7 Need-to-Know Details About Tax-Exempt GiftingThere’s a lot more to consider in 2025 than the $19,000 per-beneficiary limit on such gifts.
January 16, 2025
New Raymond James Program Seeks to Support Tampa Bay EducationThe firm has committed $7.5 million to nonprofits that support success within and outside the classroom.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 31, 2024
How Women's Philanthropy Has Evolved Over 20 YearsThe pandemic presented new challenges for women and the nonprofit organizations they support, the Women’s Philanthropy Institute found.
December 16, 2024
When Disaster Strikes, Raymond James Gets to (Volunteer) WorkEmployees “were literally ripping out [soaked] drywall” after Hurricane Helene, Private Client Group president Tash Elwyn says.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.