Many financial advisors have viewed charitable giving primarily as a vehicle for reducing the amount of wealth their client lose to taxes. It’s a reasonable… Read More »Navigating the tax landscape and charitable strategies
In 2021, charitable giving passed a milestone: For the first time ever, a greater share of individuals’ charitable donations went into donor-advised funds (DAFs) than… Read More »How to choose: Donor-advised funds vs. private foundation
While progressing through their careers as attorneys, Alma and Brent Nickels have developed a routine of generosity. With the means and opportunities to support causes… Read More »How to create a family giving plan
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
Partner blog: This blog is in partnership with John T. Keith, senior consultant with Johnson Grossnickle and Associates (JGA), which has been providing authentic strategic… Read More »Clearing the confusion: Debunking myths about DAFs
At first glance, your clients probably see charitable giving as a simple exercise: They draw from their wealth to give money to a nonprofit organization… Read More »Simplify year-end giving with a donor-advised fund
When major disasters happen around the world – think earthquakes in Turkey, wildfires in California, war in Ukraine – a lot of Americans want to… Read More »Donor-advised funds (DAFs) offer fast and efficient disaster response
In some ways, the coming chaotic rush to beat the year-end clock no doubt will be like all of those we’ve experienced in the past.… Read More »Trends likely to shape your clients’ end-of-year
One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
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