Philanthropy

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.