Media

Private Wealth: Interview - Taking The Complexity Out Of Private Foundations with Sunil Garga

EJP: Giving directly to individuals

Barron's:  The Wealthy Want to Give More to Charity. Advisors Can Help.

Trusts & Estates: Form 990-PF Revisions Are Long Overdue

Kiplinger: 5 Charitable Surprises about High-Net-Worth Families

Wealth Management:  Five Things to Know About High-Net-Worth Donors

EJP: Five things to know about high-net-worth family philanthropy

Financial Advisor: 5 Things To Know About High-Net-Worth Family Philanthropy

Wealth Management: Using Private Foundations and DAFs In Combination

Financial Advisor: Six Scenarios Where Foundations Outshine Donor-Advised Funds

Financial Advisor: How To Incorporate Philanthropy Into Your Practice