by
Miranda Davis
The billionaire hedge fund founder announced a $10 million gift to Northwestern Medicine.
by
Tracey Longo
The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.
by
Craig Wruck
And why should it matter to your wealthy clients?
by
Sophie Alexander
It's a departure from the bureaucratic structure of the Gates Foundation.
by
Tracey Longo
The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.
by
Hannah Shaw Grove
Younger clients are changemakers who value impact and technology.
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.
