A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...

Realizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning When did you last discuss donor-advised funds with...

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

Should high-net-worth donors rethink their charitable priorities when a recession looms? Should they reconsider where their dollars will...

An Interview with Jamie Weiner of the family consulting firm Inheriting Wisdom It is commonly believed that collaborating on charitable...