Have you ever wondered how the elite continue to reduce taxes, support their favorite causes and keep their wealth intact? It may seem like they're using a secret playbook. But it's all about using ...
When it comes to guiding clients with their charitable giving, advisors have several options. Among the most popular are donor-advised funds (DAFs) and private foundations. Grants from DAFs totaled ...
It’s the latest sign of the OCIO industry’s expansion: More private and community foundations are hiring an outsourced investment office, according to a recent annual report on those institutions by ...
When philanthropic individuals and families think about their larger giving strategy, they tend to first focus on the “who” and the “how much.” Everyone has different priorities and motivations around ...
Two higher-education professional organizations have jointly created guidelines that may help stem the growing controversies surrounding the relationships between public institutions and their ...
The global pandemic provided a greater appreciation for (and participation in) philanthropy. During the past two years, both new and longtime donors have risen to the occasion to seek ways to help ...
A question we are often asked by individuals looking to create a pool of charitable assets is whether they should establish a private foundation or a donor-advised fund. As with many of life’s big ...
A bipartisan bill that would establish a nonprofit foundation aimed at boosting private-sector partnerships at the National Institute of Standards and Technology was reintroduced in the House and the ...