Philanthropy

  1. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  2. Jim Simons' Success Story: Net Worth, Education & Top Quotes

    Learn about the billionaire "Quant King," James Simons, and how the award-winning mathematician built his highly successful ...
  3. How To Start Your Own Private Foundation

    The most common type of private foundation is a grant-making foundation. These typically provide grants to charities to fund ...
  4. The Most Overlooked Tax Deductions

    The receipts you cram into your wallet could be replaced with cash come tax season.
  5. University Donations: Which Schools Got the Most

    A closer look at the staggering $40.3 billion donated to colleges and universities in 2015.
  6. Tips on How to Discuss Philanthropy with Clients

    Advisors shouldn't overlook philanthropy when it comes to their clients' financial lives. Here's how to broach the topic ...
  7. Why Millennials Should Talk Philanthropy Soon

    Charitable giving can provide advisors planning opportunities with millennials. Here's why.
  8. Guiding Clients on Charitable Remainder Trusts

    Clients who wish to make donations to charity can reap an enormous tax deduction with charitable remainder trusts, but it ...
  9. 5 Top Charities to Donate to This Holiday Season

    The holiday season is the perfect time to make charitable donations. Here are the top five charities to donate to this season. ...
  10. Top Tips for Maximizing Charitable Deductions

    Charitable donations can be a great financial planning tool. Here are some ways to make the most of them.
  11. 10 Money-Saving Year-End Tax Tips

    Getting organized well before the deadline will curb your frustration and your tax liability.
  12. The Best Charitable Remainder Trust for You

    Help a favorite cause and avoid a tax bite: These are the key reasons to set up a CRT. But which version best fits your needs?
  13. The Pros and Cons of Being a Nonprofit

    Evaluating the tradeoffs organizations face when choosing between becoming a tax-exempt nonprofit or for-profit business ...
  14. Philanthropy Planning with Millennial Clients

    As more Millennials care about giving while they're still young, advisors must put philanthropy planning and strategy at ...
  15. How Donor-Advised Funds Can Help Cut Taxes

    There are many ways to reduce taxes, but a donor-advised fund might be one strategy you haven’t considered. Here's why you ...
  16. Charity or Retirement Saving: Which to Prioritize?

    Financial planners need to help clients with their financial goals but also support them in their philanthropic endeavours. ...
  17. Baby Boomer Philanthropy Shifts Wealth Adviser Focus

    Wealth advisers who integrate philanthropy and finance planning can stand out with baby boomer clients.
  18. Hybrid Business: Rise of Nonprofits in Private Sector

    Businesses are embracing a mutually beneficial partnership wherein the ideals of the nonprofit sector are coupled with profit ...
  19. Family Philanthropy: Developing a Cohesive Strategy

    Devising a cohesive family philanthropy strategy requires proper goal alignment, planning, management, procedural rules and ...
  20. 6 Reasons to Donate Your Car to Charity

    It's no longer a free ride, but there are still tax benefits to doing so.
  21. Choosing The Best Charitable Gift Annuity

    Want to support a cause you care about, but still earn income from that donation in your retirement years? This vehicle offers ...
  22. Explaining Endowment Funds

    An endowment fund is money set aside to earn revenue to fund some type of charitable activity.
  23. 5 Warning Signs a Charity Is a Scam

    Giving to charities and helping those in need is admirable. Here's how to ensure your good intentions and donations aren't ...
  24. Top Tips for Helping Clients Sustain Wealth

    High-net-worth individuals face a number of potential challenges when passing wealth down, but it is possible to build generational ...
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