Identify and avoid potential tax traps

DAFs are increasingly the subject of heated debates

Consider a charity’s goals when contemplating the right type of gift

Keeping up with the changes in the charitable world

Fidelity Charitable, the custodian and discount brokerage’s donor advised fund, has launched a new program to teach advisors how to develop philanthropic strategies for clients. The firm's new Charitable Planning Practice Management...

A loan from the school to its foundation raises some eyebrows

Best practices for avoiding shirtsleeves to shirtsleeves

As Donald Trump learned the hard way, the consequences can be costly.

The holidays are here and with them come a predictable increase in the efforts of scammers, particularly those targeting elderly clients...