Four tips to manage risks.

IRS says “no” to appraisals of random samples.

Encouraging your clients to give their money away can actually lead to them giving you more of it to manage.

Almost two dozen schools are including endowment tax issues in their federal agenda.

Help clients create a framework for charitable decisions.

Pay attention to details to avoid problems later on.

Why Donald Trump is the best thing to happen to women in business, donor-advised funds are booming and iCapital passed the $2 billion threshold.

Funds to go to money manager who invest in affordable housing and financial services for people in developing countries.

The last living grandchild of America’s first billionaire has died at age 101.

The Trump administration’s proposed budget would decimate public sector support for basic scientific research. Advisors can help mission-driven clients fund a worthy cause and pick up the slack.