Philanthropy

With the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.

Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs.

Looking forward to some potentially positive developments in the coming year.

Ensure clients know their options to maximize the impact of their charitable giving.

Waiting for December to get serious about planning is stupid and dangerous.

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.

How to help your clients invest their philanthropic dollars in a charity that will last.

The idea of charitable giving goes beyond simply writing checks.

Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.

What not to do with your investments and taxes is just as important as what to do.