Impact Investing Returns as Good as S&P 500: Wharton
Must impact fund managers sacrifice their funds’ missions to maximize returns? That’s the question a new paper from the Wharton School seeks to answer.
Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
Can Wall Street Cure Cancer?
MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.
IRS Removes a Tax Barrier to Impact Investing for Foundations
A foundation's mission-related investments shouldn’t automatically be taxed, the IRS says.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
What vehicle do young tech billionaires, retired farmers and kids too young for a driver’s license share? Donor-advised funds.
Investment Returns Down at Private, Community Foundations in 2014
Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
How to Save a Spousal IRA Rollover
A common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.
10 Wealthiest Couples in the World
Wealth-X reports wealth of six on list is self-made, and of four inherited
20 Best-Paid Fundraisers at U.S. Charities
Donors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.