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Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.
April 7 -
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17 -
The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.
February 25 -
Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5 -
One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.
October 24 -
The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.
October 10 -
The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
September 16 -
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
August 21Whittier Trust -
The many ways of measuring success in the West End of St. Louis could add up to policy solutions for narrowing the racial wealth gap — if the Invest STL Rooted program is successful.
June 26 -
Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.
June 25