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.
Fidelity Charitable Introduces Enhanced Investment Options for DAF Accounts
By Michael S. FischerFidelity Charitable, the largest donor-advised-fund provider in the U.S., on Tuesday rolled out a new investment offering that features seven diversified asset allocation pools.
September 14, 2011
What’s Behind the U.S. Suing Big Banks Over Mortgage-Backed Securities?More bank stock declines and less lending could be in store as financial institutions face another massive round of lawsuits. The Federal Housing Finance Agency sued 17 banks on Sept. 2, alleging that the financial institutions committed securities violations in the lead-up to the recent financial crisis.
September 08, 2011
How to Judge if a 9/11 Charity Is Worthwhile: BBB TipsFor the 10th anniversary of 9/11, New York Citys Better Business Bureau is offering tips to assess charitable giving opportunities, especially ones that seem unfamiliar or whose names are similar to those of well-known charities.
September 01, 2011
Philanthropy’s Cutting EdgeHelping clients develop their philanthropic impulse should be a slam dunk — but often it’s not. Why? For starters, experts say, many advisors…
August 30, 2011
9 Tax Tips for Charitable Donations—SlideshowAmericans in significant numbers continue to support charities and to deduct the contributions on their tax returns. Unfortunately, the IRS sometimes disallows the deductions. The agency has tips for taxpayers to ensure they get the most out of their contributions.
August 30, 2011
How to Make Sure Your Disaster Relief Dollars Do the Most GoodAmericans are opening their pocketbooks to help the victims of Hurricane Irene. Fidelity Charitable has some tips to make sure your donations do the most good.
August 26, 2011
Two-Thirds Plan to Slash Charitable Giving: StudyU.S. charities can look forward to a cold winter as nearly 68% Americans say they will cut back on their giving in coming months, according to a study conducted in mid-August by Campbell Rinker on behalf of Dunham+Company.
August 19, 2011
Appeals Court Greenlights Charitable Formula ClauseThe 9th U.S. Circuit Court of Appeals recently upheld the validity of a charitable formula clause.