According to research by U.S. Trust, more than 90% of high-net-worth wealth management clients want philanthropy to come up in the first few conversations with their advisors. Whether they’re ...

The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient ...

Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors Vice President, Advisory, Rockefeller Philanthropy Advisors Catherine ...

Opinions expressed by Forbes Contributors are their own. I'm a global philanthropy advisor and author of Delusional Altruism. Philanthropy is as much about courage as it is about compassion.

Cohen, Lauren, Hao Gao, Alexander Bischoff, and Sophia Pan. "Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy." Harvard Business School Case 225-005, July 2024.

Opinions expressed by Forbes Contributors are their own. I'm a global philanthropy advisor and author of Delusional Altruism. In the world of philanthropy, the paradox of thrift often stymies even ...

By gaining insight into their philanthropic goals, you can better anticipate their needs, enhance your client relationships, and help them achieve their charitable aspirations with confidence.

Our compass is intended to be valuable to a wide range of readers, including: active philanthropists seeking to enhance their knowledge; novice philanthropists looking to inform their approach; ...