Updated Thursday, December 18, 2014 as of 5:24 PM ET
Charitable Giving: It's Not About Your Client's Taxes
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.
More in Philanthropy
A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now. more »
On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving. more »
Planners offer their guidelines for helping wealthy clients accomplish more good with their money. more »
Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain. more »
Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies. more »
The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans. more »
Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets. more »
People who benefited from exceptional efforts by planners include moderate-income workers hoping to become homeowners and college-bound students. See how advisors made a difference. more »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow. more »
Clients want to give back, and not just for the tax breaks. more »
Helping clients develop a game plan offers several advantages, says Raymond James' Paula Feinberg at Women Advisors Forum in Dallas. more »
Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning. more »
James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died. more »
The December Issue is now online!


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