Philanthropy

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.