by
Gillian Howell
When professional leadership, entrepreneurial skills and philanthropy intersect, it can accelerate progress that's been stalled for decades.
by
Zeke Faux
Sam Bankman-Fried drives a Corolla, sleeps on a beanbag and has a Robin Hood-like philosophy.
by
Gillian Howell
Charitable clients and foundations wanting to take action should consider both the region's immediate and long-term needs.
by FA Staff
Louise offers a digital software platform for financial advisors to give clients a personalized donor-advised fund.
by
Jennifer Lea Reed
With close ties to Ukraine, they're helping fellow citizens here and abroad.
by
Gillian Howell
Meeting both immediate and long-term need is imperative.
by
Janet Lorin
The school narrowly edged out Harvard for the top spot among U.S. universities.
by
Jennifer Lea Reed
PIMCO is among the companies implementing strategies for decumulation and income in retirement.
by
Karen DeMasters
Homelessness and hunger are focuses for donors to Vanuguard Charitable.
by
Ken Nopar
Twelve questions to ask clients to help you begin the charitable planning conversation.
by
Hannah Shaw Grove
Family philanthropy remains strong and a driving force for social change.
by
Teresa Ghilarducci
The average yearly cost of Christmas gifting is $650 per person, writes Teresa Ghilarducci.
by
Karen DeMasters
Fintech firm Amicus.io is expanding its platform, which combines donor-advised fund planning with other client assets.
by
Bryce Sanders
There are many ways your clients can give to charity. It's important they understand their options.
by
Jeff Stimpson
Charitable giving strategies also afford opportunities to protect wealth, advisors say.
by
Jacqueline Sergeant
Clients need to know that smart donations can help them avoid capital gains taxes, says one advisor.
by
Christopher Robbins
Ed Slott's "mega-QCD" strategy could lower taxes and required minimum distributions for retirement-age clients.
