How Wealthy Millennials Are Changing Investing, Giving and Work
Impact investing gains increasing traction, especially among male investors, U.S. Trust finds.
Will DOL Fiduciary Rule Be Watered Down?
The possibility of weakening the rule worries Betterment CEO Jon Stein.
Millennial Donors ‘Bullish on Charities’
Here's how millennials' giving stacks up against that of older generations, according to a survey.
How Millennial Women Are Modernizing Philanthropy: Fidelity Charitable
A new study highlights differences in men’s and women’s giving approaches.
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington Trust
Among wealth holders, 67% are apprehensive about sharing inheritance details.
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 Days
Meanwhile, tax experts see potential for damage to nonprofits in White House tax plan.
Advisors on Trump’s Tax Plan: Praise, Concern and Shrugs
None of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
How Philanthropists Are Responding to Political Shift in DC
One donor expressed concern about needing to "fill holes in basic services" left by government cuts. Another thought economic growth would boost charities' revenue.
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation Source
A Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
Has It Become Too EZ to Gain Tax-Exempt Status?
Simplified application has resulted in soaring 501(c)(3) designations by the IRS.