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

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 ...

Opinions expressed by Forbes Contributors are their own. I'm a global philanthropy advisor and author of Delusional Altruism. If you are like many wealthy individuals and families, you look to ...

"By integrating Single-Charity Funds into Give's donor-advised fund platform, we provide advisors with a streamlined solution that simplifies strategic philanthropy, strengthens client ...

"There are a lot of different nuances that go into what's the most tax-efficient way to accomplish philanthropic goals ... Clients tell the advisor their preferred charity, and the financial ...

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.

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 ...

Bailey said the next generation wants to talk about philanthropy as part of an initial discussion with a wealth advisor — even before talking about their investment plan. "They have a hunger to ...

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; ...