Conduit elections allow foundations to get a fair-market-value deduction for contributions of appreciated, long-term capital assets.
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This article provides details on the elimination of a special provision colloquially known as the “tipping rules.”
Wealth advisors know that high-net-worth clients typically look to them for guidance around their charitable giving. That’s why conversations around […]
Advisors are sometimes hesitant to discuss philanthropy with their clients. But for high-net-worth individuals, conversations and planning around philanthropy are often as important as the matters that initially brought the client and the advisor together.
The head of U.S. philanthropic services explains how Foundation Source helps UBS forge stronger client relationships.
This whitepaper offers insight into year-end opportunities and potential pitfalls for advisors working with high-net-worth and ultra-high-net-worth individuals and families. It also offers practical advice on how to avoid these common pitfalls and broaden and deepen your client and prospect relationships at this critical time of year.