Philanthropy

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

Why advisers shouldn't leave this aspect of planning on the back burner.

Why advisers shouldn't leave this aspect of planning on the back burner.

Sacha Millstone takes up the cause working with Gooding, an indie band that uses music to teach young people how to make better decisions about their money.

The documents are good indicators of investors’ past behavior and probable future behavior.

No more golf balls: Business-building giveaways that clients really want.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Fidelity practice management program includes planning, funding and research aids.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

Examining these issues may take the guesswork out of a client's estate plan.

Volunteerism helps attract the next generation of clients and employees.

With regulatory scrutiny on the rise, Ann Limberg, U.S. Trust's head of philanthropic solutions and the family office, discusses her firm's approach to clients' charitable giving.

Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.

Is it time to take a closer look at private foundations?

Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough.

Planners learn strategies for guiding soldiers and veterans on unique financial challenges.

Employee volunteer programs obviously benefit the community. What is often overlooked is how such programs can increase employee loyalty and engagement, ultimately helping your business.

In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000.