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Dec 09, 2022
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
These five findings provide a benchmark for affluent philanthropists and the advisors who support them.
Data reflects effects of the COVID-19 pandemic and recent tax law changes.
Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics.
DAFs and crypto have caught the attention of Capitol Hill.
Christopher P. Woehrle discusses the recent U.S. Court of Appeals for the Ninth Circuit’s decision in Pinkert v. Schwab Charitable Fund.
Congress needs to address unintended consequences.
Policymaking on digital assets could affect donations to charities.
The philanthropy hands out a fortune each year. It also sits on a lot more.
