About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw other business benefits.

As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change. NAIFA’s recent joint webinar ...

Charitable giving is one of the top financial issues Bob Bove hears about as Wealth Advisor & Certified Exit Planning Advisor at The 4:8 Group. Individuals and families want to know how to maximize ...

T. Rowe Price (NASDAQ-GS: TROW), a global asset management firm and a leader in retirement, has published a new white paper, "The Generosity Effect: Advisor Engagement in Charitable Giving Among ...

Family offices struggle with philanthropic succession as next generation seeks impact-driven giving over traditional charity ...

Individual retirement accounts were created in 1974 to encourage employees without pensions to save for retirement. Almost 50 years later, it’s fair to say that Congress never envisioned that IRAs ...

Studies have shown that giving back—even without a favorable tax result—is important to most high-net-worth (HNW) investors (typically defined as those with a net worth of at least $5 million). So, ...

Most wealth managers want to move upmarket as they prefer working with wealthier clients. However, based on a survey of 273 wealth managers with this intention, 85% have found it very difficult to ...

BOCA RATON, Fla., May 4, 2017 /PRNewswire/ -- It's been said that it is better to give than it is to receive and nothing could be truer when it comes to Charitable Planning along with the many tax ...

Maya Angelou once said, “I have found that among its other benefits, giving liberates the soul of the giver.” In my 30 years as a financial planner and wealth strategist, I have found great support in ...

On this week's special episode of the Financial Planning Podcast, Thomas Pontius dishes out charitable planning advice while breaking down why helping clients give back feels so good. Pontius, a ...

Effective charitable planning was already an intricate and complex process before the passage of the One Big Beautiful Bill Act (OBBBA) in July of 2025. The new legislation, while making swaths of ...