Philanthropy

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

In 90% of families, wealth disappears by the end of the third generation.

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.

Taxpayers face a 5% penalty if they fail to meet the deadline.