Learn how to calculate the foundation’s minimum distribution requirement.
Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family […]
We recently hosted a panel discussion with two talented wealth advisors who regularly assist their high-net-worth clients—mostly family offices and […]
Giving to charity is now easier than ever—especially during the holidays. Whether writing a check, opting to “round up” at […]
Donating to charity is an act of faith in the possibility of a better world—that’s why every dollar counts. And […]
In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]
If you feel like helping clients give their money away is counterintuitive–or counterproductive–to the value you can provide as a […]