Baby boomers are poised to set off the largest generational wealth transfer in history, with a combined estimated value of over $70 trillion. This…
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Charitable giving continues to be important to affluent households. These individuals are looking to their financial planners for guidance on using their resources well…
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When couples make joint philanthropy an integral part of their love story, they enrich not just their own lives but the lives of generations…
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Chances are you’ve seen a video or two of someone strolling along a busy sidewalk, so engrossed by whatever is on their phone—a work…
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The last days of December lend themselves to reflection on the year that is almost over and consideration of what we expect from the…
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In the 1989 comedy classic Major League, baseball broadcasting legend Bob Uecker plays a hard-drinking, sarcastic baseball play-by-play announcer named Harry Doyle, who covers…
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Fractional donations are not widely used but present a powerful, flexible option for donors who wish to give artwork (or, in some cases, land…
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This week will probably pass without much fanfare. You are not likely to see parades or hear speeches from politicians. So, how should we…
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Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…
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Planned gifts are among the most important ways charitable organizations raise funds. These gifts can comprise up to 30-50% of a nonprofit’s annual revenue…
Charitable gift annuities (CGAs) have a long history, but they are certainly not an outdated option. On the contrary, recent legislative and market forces…
In the philanthropy world, Giving Tuesday ranks as one of the most important days of the year. In fact, it is the third biggest…