Charity
Latest
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Have a DAF? How You Invest Can Make a Big Difference
Designing the right portfolio for your donor-advised fund depends on the giving strategy you choose. Here are some scenarios to help with that.
By Adam Nash Published
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How to Make a Charitable Plan That Won't Break Your Bank
Giving back is great … if you have a plan that's as sustainable and smart as it is generous. Here are five tips for giving wisely.
By Elena Ladygina, CFA®, CFP® Published
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Five December 31 Tax Deadlines for Retirees
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
By Evan T. Beach, CFP®, AWMA® Published
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In Family Philanthropy, Embracing Differences Can Pay Off
Different approaches to charitable giving among generations and individuals can actually enhance the family's giving. Here's how.
By Julia Chu Published
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Five Pitfalls That Can Trip Up Your Family's Charitable Giving
It's easy to make mistakes with something as complex as charitable giving. Knowing what to watch for can help a family keep their philanthropy on track.
By Julia Chu Published
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Five Ways to Approach Impact Investing
Impact investing goes beyond your usual checkbook charity by focusing on measurable social and environmental impact as well as a financial return.
By Catherine Crystal Foster Published
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
By Julia Chu Published
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The Secret to Supercharging Your Charitable Giving: Low Fees
What are you paying in investment and administrative fees? The less you pay, the more your money grows, and so does the impact your giving makes.
By Mark Froehlich, CPA, MBA Published
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If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC® Published