Philanthropy

Helping clients address the roots of large societal problems is about more than writing checks.

But it could make you a hero.

Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantor’s current objectives.

Dien Yuen is the CEO of Daylight Advisors.

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Will this decision create harmony or discord?

Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference.