Por: Forbes Business March 28, 2023
Sharon Olson is the founder of , a multi-family office and independent wealth management firm focused on legacy planning. getty It’s that time of year when charitable gifting and tax planning are on the minds of many investors and their advisors. Donor-advised funds and charitable remainder trusts are often viewed as mutually exclusive philanthropic strategies. And while many debate the advantages of each, combining them offers leveraged tax... + full article
Forbes USA Business March 03, 2023
Girl holding smart phone with donation concept on screengetty A bipartisan group of Senators, including Senators James Lankford (R-OK) and Raphael Warnock (D-GA), are calling for a temporary change in tax breaks for charitable giving. S. 566, also called the , would allow... + más
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The Boston Globe USA Business February 22, 2023
Fidelity Charitable, the nation’s largest grantmaker, announced Tuesday that 2022 was another record-setting year, with $11.2 billion in grants awarded by its donor-advised fund holders, up 9 percent over 2021.What makes the new record even more notable was that the donations... + más
Fidelity Charitable's $11.2B in grants in 2022 breaks record | ABC News
ABC News USA Business February 21, 2023
Fidelity Charitable, the nation’s largest grantmaker, announced Tuesday that 2022 was another record-setting year, with $11.2 billion in grants awarded by its donor-advised fund holders, up 9% over 2021.What makes the new record even more notable was that the donations came... + más
Fidelity Charitable’s $11.2 billion in grants in 2022 breaks record | The Boston Globe
The Hill USA Business December 24, 2022
With the impending end of the calendar year, our inboxes are predictably packed with entreaties from all sorts of nonprofit organizations — from the Salvation Army to public radio — for financial support. Implicit in their appeals is the fact that, to qualify for a 2022... + más
Making Giving Smarter (not Harder!) With A Donor-Advised Fund | Forbes
These 7 giving tips will have you donating to charity like a billionaire -- even if you're really a 'thousandaire' | MarketWatch
Forbes USA Business November 22, 2022
In recent years, we’ve seen a seemingly never-ending stream of tragedy in the news—most recently Hurricane Ian devastating communities across Florida. And 2022’s market volatility and rising inflation has left many with less disposable income—pitting our compassion to... + más
Donating Stock To Charity | Forbes
Nearly 6 in 10 donors may give more to charity despite economic fears, study finds | CNBC
MarketWatch USA Politics November 19, 2022
“ A benefits upgrade should include flexible, user-friendly tax-advantaged accounts that travel with modern workers between different types of work. ” A benefits upgrade should include flexible, user-friendly tax-advantaged accounts that travel with modern workers between... + más
Employees or independent contractors? Fairness for America's gig workers must come from entrepreneurs, not government. | MarketWatch
A Federal Proposal Could Turn Gig Workers Into Employees. Here's What That Means | Time
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