Philanthropy Helps Families Preserve Wealth, Values and Legacy
Best practices for avoiding shirtsleeves to shirtsleeves
View ArticleThe University of Louisville President’s Multiple Roles: A Conflict of Interest?
A loan from the school to its foundation raises some eyebrows
View ArticleFidelity Charitable Launches New Practice Management Program
Fidelity Charitable, the custodian and discount brokerage’s donor advised fund, has launched a new program to teach advisors how to develop philanthropic strategies for clients. The firm's new...
View ArticlePhilanthropic Planning Challenges … Mission Possible or Impossible?
Consider a charity’s goals when contemplating the right type of gift
View ArticleDonor-Advised Funds: Is Additional Regulation Required?
DAFs are increasingly the subject of heated debates
View ArticleYoung Tech Clients and Lifetime Charitable Giving
Planners must navigate tax and non-tax considerations unique to this market segment
View ArticleCommunicating the Tax Benefits of Charitable Lead Annuity Trusts
Use examples to get the client quickly and easily to understand the concepts involved
View ArticleThe Rising Tide Carry CLAT
How hedge fund principals can address year 2017 income tax exposure by planning for tax, wealth transfer and philanthropic goals
View ArticleBest Practices for Charitable Gifts to Individuals
How clients can make the most optimal gifts to those in need
View ArticleWho Makes Charitable Gifts and Why?
Just how important are state and federal taxation to clients’ philanthropic decisions?
View ArticleWomen’s Voices Ring Clear in Philanthropic World
A new study reveals generational and gender differences in giving.
View ArticleSix Ways Millennials Are Changing Charitable Giving
Digital innovation plays a key role.
View ArticleEight Steps to Help Advisors and Charities Complete Gifts, Not Compete
Charities and financial advisors shouldn't compete. Here's how they can work together more effectively to realize maximum benefits for all.
View ArticleEight Questions Clients Should Ask When Choosing a Charity
Enable them to have an even greater positive impact on the world and themselves.
View ArticleSuccessfully Navigating the Self-Dealing Minefield To Do Good
Christopher P. Woehrle explains how donors can comply with the complex PF rules prohibiting self dealing.
View ArticleLeibovitz Photo Donation an Art-Valuation Benchmark
A useful reference point for valuing large collections of artwork.
View ArticleSeven Strategic Philanthropy Lessons
The field of strategic philanthropy is more sophisticated and complex than ever.
View ArticleFamily Offices Anticipate Change
The wealthy are looking outward, but there are still disconnects, often generational, between intention and action.
View ArticleThe Use of Disclaimers in Charitable Gift Planning
They can be central factors, but it’s important to know the requirements and consequences.
View ArticleWhat a Wonderful World
Charitable bequests of Louis Armstrong, James Brown and Ray Charles.
View ArticleDiversifying Charitable Remainder Trust Investments
Who cares? Donors, advisors, trust drafters, trustees, beneficiaries and state attorneys general.
View ArticleA New Tax Code?
An analysis of the various scenarios and how they could affect charitable giving.
View ArticleDonated Interests in Hedge Funds And Private Equity Firms
How to maximize deductions when principals give to donor-advised funds.
View ArticleConsider the Private Operating Foundation
For some clients, it may be a better choice than a donor-advised fund.
View ArticleThe Next Chapter in Giving
Two client segments—Millennials and women—are ahead of the curve.
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