Updated Friday, July 25, 2014 as of 11:09 PM ET
More in Philanthropy
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 »
Schwab reported $742 million in donations to charities for 2013, a 36% increase compared to 2012 and its largest percentage jump in more than five years. more »
The Foundation for Financial Planning has named four new members to its board of trustees. more »
Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake. more »
Almost half (46%) of advisors believe their clients donate to charity to reduce their taxes, when in fact only 10% do. more »
Among the very wealthy, family foundations long have been a common vehicle for charitable giving. However, more families than ever are skipping foundations altogether in favor of simpler and cheaper donor-advised funds. more »
“People are starting to think more strategically about giving,” says Schwab Charitable President Kim Laughton. “It really started last fall. What’s nice is it’s continuing this year.” more »
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