From FA to Trusted Advisor: Harnessing the Intersection of Wealth Management and Philanthropic Legacies In the world of finance, where numbers often reign supreme, there exists a unique intersection between wealth management and the warmth [...]
In the past, the world of philanthropy was largely controlled by men. But now, women are taking center stage. Successful, high-net-worth women are giving to charity in a big way that’s only projected to [...]
Americans are known, from the time of the Revolution, for their deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. "I have [...]
Solidifying and writing down the family mission statement makes it official, and is one of the last and most important steps in creating your family legacy plan. By Phil Tobin This article is the [...]
By New York Times Bestselling Author Michael Levin You’re a generous person. You take care of the needs of your family, you give annually to your favorite charities, and you love to see those [...]
If you’re like many people who establish a donor-advised fund for philanthropic giving, you probably already have a passion for certain causes. Often, individuals and families set up donor-advised funds out of a strong [...]
Some people already have a fairly good idea as to where they’d like to direct their philanthropic giving. But given the wide array of social, scientific research, and environmental needs, many others find it difficult [...]
Americans are known around the world for their generosity. Giving is part of our very nature. Unique among nations, this reputation for caring predates the Declaration of Independence. Americans give generously of their treasure. [...]
Regardless of their size, most businesses have some sort of mission statement meant to guide the focus and general intent of their daily activities. But it’s not only the typical business that benefits from the [...]
How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While [...]
Read about Donor Advised Funds in this Crain's article by Jeremy Nobile Whether it's for the tax benefits, low hurdles for participation, overall flexibility or a number of other factors, donor-advised funds (DAFs) are [...]