Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
April 17, 2024
9 Steps for Advisors to Rebuild GoodwillYou can't erase history, but you can position yourself as genuine and generous, earning prospective clients' respect.
March 25, 2024
Everything to Know About RMD Planning for 2024The Secure 2.0 Act made three major RMD changes that are effective this year and beyond.
March 18, 2024
5 Groups That Benefit From Donor-Advised FundsIncluding DAFs in conversations with clients is important to advisors, investors and the charities they support.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 13, 2024
NFL Players Draft Ameriprise for Financial AdviceDesignated advisors will work individually with current and retired athletes to provide holistic financial planning.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 16, 2024
Comments Close on IRS' Excise Tax Plan for Donor-Advised FundsThe proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.
February 15, 2024
Fidelity Charitable Donors Granted Record $11.8B in 2023Funds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 14, 2024
Why So Many Estate Plans Are Out of Date: Jamie HopkinsEven skilled advisors often overlook one critical issue, the Bryn Mawr Trust private wealth management head says.