Giving

When Clients Consider Leaving a Charitable Legacy

Whether it’s including family members in the philanthropic mission or setting up a charitable plan for a business, advisors can assist. (By Ken Nopar)

Charitable Contribution Tax Scheme Ends in 8-Year Prison Sentence

The scheme, "The Ultimate Tax Plan," purported to offer high-income clients a way to reduce their taxes through false charitable deductions.

Schwab Charitable Beats Record Giving — Again

The resilience and flexibility of donor-advised funds has kept giving strong amid uncertainty, it says.

Legacy Building: 7 Ways to Assist Clients

Bridging the gap between wealth accumulation and meaningful legacy building adds meaning to their lives and much more.. (By Marguerita Cheng)

Now Is the Last Chance to Donate

Clients being hit up with year-end charitable appeals may not realize there are many strategic ways to be generous. (By Ken Nopar)

As Israel-Hamas War Rages, Donors Ramp Up Support: Schwab

Schwab Charitable is seeing a big outpouring of grants to aid victims of this crisis and other disasters worldwide.

A New Kind of Donation from Rich Transforming College Sports

The rapid rise of eye-popping sums to student athletes from donor collectives has transformed college sports — and attracted IRS scrutiny.

He Made a Fortune and Gave It Away

He gave away nearly all of his $8 billion fortune to charity, much of it as quietly as he had made it, before he died at 92 in October.

Affluent Women Influence 85% of Charitable Giving Decisions: BofA

Younger generations, including millennials and GenZ, show growing philanthropic influence with a spotlight on climate change causes.

5 Advisors Recognized for Good Works

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala.

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Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

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