Encourage clients to gift now rather than as part of testamentary planning.
Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.
The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts.
Cautionary examples why the appraisal requirements should be taken seriously.
DAFs provide tax benefits and a bigger pool of money to donate, but critics worry the funds can create "warehouses of wealth."
It accepted the value of only 39 percent of the items presented.
Understanding more than the what, when and how is key.
Use tax reform to start the conversation about charitable giving.
Noble intentions don’t always translate to the best results.
A primer on a plethora of philanthropic provisions.