Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's Impact
Ascent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.
Philanthropy Focus: Page Snow on Advisors and 'Impact' Investing
If you want wealthy clients, learn about a new trend of mission-related investments. Page Eberstadt Snow, Foundation Source's chief philanthropic officer, says private foundations are judging advisors by their expertise in this area.
Philanthropy Focus: What Your Clients (and You) Shouldn't Do
Philanthropy consultant Calvin Edwards on knowing your charitable giving limitations, and what clients shouldn't do.
Philanthropy Focus: What You and Your Clients Should Do
Philanthropy consultant Calvin Edwards suggests how advisors can best help clients achieve their charitable giving goals.
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 2—Growth and Grants
Fidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.
Philanthropy Focus: When Giving Really Is Receiving
Charitable annuities are a unique mechanism that can satisfy your client’s charitable objectives while providing them with the income they need in retirement.
DAFs on the Carpet: Should They Have Mandatory Payout Rates?
Should Congress impose mandatory payout rates on donor-advised funds, similar to those required of private foundations? Ray Madoff, a professor at Boston College Law School, says yes.
Philanthropy Focus: A Special Report in the Season of Giving
A month-long focus on charitable giving explores how advisors can help focus their clients’ philanthropy while building their businesses.
Top 10 Favorite Athlete-Philanthropists
Some might say sports stars make too much money, but many of them do what they can to help others in need.
Philanthropy Focus: Grant-Making Expert Challenges Baby Boomers’ Charitable Intent
A recent study from Civic Ventures indicated that significant numbers of baby boomers are intent on starting their own nonprofit organizations or socially oriented enterprises over the next decade.