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.
How to Make the Most of RMDs
By Roger WohlnerFor clients with more complex financial situations, logistical issues surround when and how the distributions are taken.
April 14, 2025
New Bill Allows Charitable IRA Rollovers to Donor-Advised FundsThe bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
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.