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The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.
January 31Center for Women & Wealth at Brown Brothers Harriman -
The two strategies can complement each other, but success depends on starting out with a clear vision.
November 28Frontier Asset Management -
The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16 -
DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.
October 11DonorAdvisedFunds.com -
A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.
October 3 -
When it comes to charity, last year wealthy families gave differently — and invested differently.
September 27 -
The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.
September 21 -
Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.
September 14 -
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
June 16RBC Wealth Management -