charitable giving

As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…

As far back as Ancient Rome, philosophers have praised anonymous giving as a sign of humility and high moral stature—it keeps attention on the…

Charitable giving continues to be important to affluent households. These individuals are looking to their financial planners for guidance on using their resources well…

When couples make joint philanthropy an integral part of their love story, they enrich not just their own lives but the lives of generations…

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…

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…

This week will probably pass without much fanfare. You are not likely to see parades or hear speeches from politicians. So, how should we…

Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…

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…

A donor-advised fund (DAF) is a well-regarded charitable giving account that provides great flexibility for donors. When a donor transfers assets into a DAF,…