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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Prominent Silicon Valley Investors Turn Against Biden

Support for Trump was taboo in the liberal bastion, but frustration with Biden has driven some influential venture capitalists to the right.

Self-directed Brokerage Accounts Continue Growth Spurt

Balances in advisor-led Schwab Personal Choice Retirement accounts maintain a strong lead over non-advised accounts.

Tuesday More Investment Transactions May Fail

U.S. trading moves to a shorter settlement on Tuesday, but it is expected to temporarily increase transaction failure for investors.

State Street Global Advisors Adds SPDR Portfolio Treasury ETF to lineup

Priced at 3 basis points, the new offering provides broad treasury exposure to customize bond portfolios.

Commonwealth Increases Alternative Market Access With iCapital Platform

The new system is targeted to high-net-worth investors but will be expanded to serve individuals of other wealth classes.

2024 ETF Insights for Financial Advisors

The use of active ETFs and model portfolios is rising, according to a Brown Brothers Harriman report.

Elvis’ Granddaughter Sues to Block Sale of Graceland, Charging Fraud

She says an investment and lending company is making fraudulent claims about Lisa Marie Presley and wants to auction off Graceland.