Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
Smaller Private Foundations Gave Out Much More Than Required in 2014
Foundations with less than $1 million in assets averaged distributions of 13.2%, Foundation Source reported.
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.