Contributions to Fidelity Charitable, the custodian and discount brokerage’s donor advised fund, hit a record of nearly $2.9 billion last year, the fund says. And the influence of financial advisors in managing their clients’ money appears to be...
As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events of 2011 may portend another year of uncertainty. But, when it comes to estate and financial...
Corporate executives who amass large amounts of company stock face some unique wealth-transfer challenges and opportunities. Large holdings of a single stock are inherently risky because stock is a volatile asset class that can lose all its value...
Given the current real estate market, some owners are feeling more charitably inclined than they used to be. The thought crossing their minds is something along the lines of, Well, if I can't sell it, maybe I can donate it and get some benefit...
The Internal Revenue Service and the courts have been very active this year in the charitable arena. There have been informal reports of increased audit activity by the IRS, and the public record shows a sample outcome of those audits. The...