Bill Gross Lives ‘Quiet’ Life; Gives ‘Staggering’ Amount Away
Gross and his wife plan to donate nearly all their wealth. Meanwhile, they keep a low profile and go to bed early, he says.
New DAF Enables Donors to Fund Individual Researchers
Benefunder has introduced a donor-advised fund to which, it says, advisors can direct clients who want to support research in areas of their interest.
Do Good and Do Well: One Advisor's Way
Doubt you can improve the world? Read on.
How to Get the Most Out of a Donor-Advised Fund: Vanguard
A new guide from Vanguard Charitable offers advice for donor-advised fund clients.
Bloomberg Philanthropies Pushes Governments to Drive Change
Billionaire Michael Bloomberg cites his 12-year tenure as New York’s mayor for his appreciation of “government’s ability to be a force for good.”
Do Wealthy Women Need a Different Kind of Wealth Manager?
Women control 37% of U.S. investable assets. More than half of affluent women don't have an advisor. Do they need a different wealth management experience?
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
Surprise Findings on Gender, Religion in Philanthropy
Women Give 2014 study finds greater generosity among non-religiously affiliated younger women.
New Internet Domain Extensions Meant to Help Charities Succeed
Two new Internet domain extensions—.ngo and .ong—are available to approved independent, nonpolitical charities.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.