Philanthropy

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.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

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.

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.

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.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

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.

Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.

The Invest STL Rooted program provides longtime residents with grants and financial planning. Here's why its success could be crucial to building wealth in communities nationwide.

Here's a smart way to add long-lasting value to your client relationships.

The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.

The two strategies can complement each other, but success depends on starting out with a clear vision.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.

When it comes to charity, last year wealthy families gave differently — and invested differently.

The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.