by
Jeff Stimpson
Such strategies can sometimes carry a high price tag, advisors say.
by
Jeffrey D. Haskell
These charitable giving vehicles allow clients to earn tax savings on appreciated assets.
by
Hannah Shaw Grove
Charitable giving know-how is essential for supporting wealthy women
by
Ben Mattlin
When it comes to charitable giving, advisors recommend a careful balance.
by
Nacha Cattan
Ruth Gottesman's husband made almost $3 billion after being an early investor in Berkshire Hathaway.
by
Joe Mrak
With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.
by
Miranda Davis
The donors include the Crown and Pritzker family foundations.
by
Ben Mattlin
A good year in the markets also means higher required distributions from retirement accounts.
by
Russ Alan Prince, Jerry D. Prince
There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.
by
Christopher Robbins
Some helpful tax laws are poised to go away in the near future, he said.
by
Catherine Avery
Stocks as gifts for children and young adults help to promote financial literacy and build savings.
by
Hannah Shaw Grove
To help philanthropic clients, you need the right mindset, skills and resources.
by
Paul R. Samuelson
Advisors who deliver complete wealth and philanthropic solutions will find more high-net-worth clients.
by
Tracey Longo
As investors wrap up 2023 charitable donations, Morningstar explains how Fidelity, Schwab and Vanguard funds differ.
by
James G. Blase
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
by
Matthew Erskine
By following certain guidelines, private foundations can minimize the risk of self-dealing.
by
Sophie Alexander
The hedge fund titan's charity doles out more than $1 billion in grants annually.
