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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Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

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