Philanthropy in Transition

In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]

Foundation Planning Guide

Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.

Selling A Major Business Asset

Read three case studies to help financial advisors understand the potential opportunity to help their clients achieve their philanthropic objectives when selling a family business