Philanthropy in Transition

Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.

Why Charitable Expertise Should Be Part of Your Practice

If you feel like helping clients give their money away is counterintuitive–or counterproductive–to the value you can provide as a financial advisor, there’s an important case to be made for why, and how, charitable expertise fits into a wealth management practice.

Alternative Assets in Private Foundations

Alternative Assets

Given the long investing time horizon that many private foundations enjoy, leveraging alternative asset strategies may offer distinct advantages. The benefits can include the ability to deliver higher returns than assets that require a liquidity premium and a higher…