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Philanthropy

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Planned Giving: Don’t Know What You Don’t Know?Planned Giving: Don’t Know What You Don’t Know?

There’s still time to make a difference in your clients’ lives, even with the sunset looming.

byRandy A. Fox, Founder

Feb 12, 2025

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1 Min Read

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Get Simple Tips for Starting Charitable Conversations Get Simple Tips for Starting Charitable Conversations

Jan 27, 2025

1 Min Read

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Learn How Clients Can Donate Unneeded Life Insurance Learn How Clients Can Donate Unneeded Life Insurance

Jan 23, 2025

1 Min Read

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How Can Your Clients Have More To Give to Charity?How Can Your Clients Have More To Give to Charity?

Jan 23, 2025

1 Min Read

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IRS Inflation Adjustments for 2025 Explained IRS Inflation Adjustments for 2025 Explained

byJoshua Decker, Maureen Cook

Jan 23, 2025

1 Min Read

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Estate Planning

Responding to Inflation With a Charitable Gift Annuity?Responding to Inflation With a Charitable Gift Annuity?

byChristopher P. Woehrle

Jan 23, 2025

1 Min Read

Heckerling Institute on Estate Planning 2025

Estate Planning

Key Takeaways from Heckerling 2025

Key Takeaways from Heckerling 2025

byTrusts & Estates Staff

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Philanthropy vs. Charity

Philanthropy vs. Charity

byRandy A. Fox, Founder

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Helping Clients With Charitable Giving Won’t Dent Your AUM

Helping Clients With Charitable Giving Won’t Dent Your AUM

byRandy A. Fox, Founder

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IRS Approves Modifications of Charitable Remainder Unitrust

IRS Approves Modifications of Charitable Remainder Unitrust

byMarc T. Finer

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Grantmaking Organizations Experienced Strong Growth in 2024

Grantmaking Organizations Experienced Strong Growth in 2024

byAnna Sulkin Stern - Moderator, Legal Editor

Elon Musk America PAC

Seven Drafting Considerations for Making Legacy Political Gifts

Seven Drafting Considerations for Making Legacy Political Gifts

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byAllison K. Pfeifle, Craig Engleand 1 more

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WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration

WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration

byDavis Janowski, Senior Technology Editor, WealthManagement.com

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Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy

Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy

bySara Barba, Ron Ransom

Warren Buffett and children

Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent

Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent

byAustin B. Light, Marvin E. Blum

Protest

Rage Donating: How To Turn Anger Into Altruism

Rage Donating: How To Turn Anger Into Altruism

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The Role of the Generational Divide in Charitable Giving

The Role of the Generational Divide in Charitable Giving

byAnna Sulkin Stern - Moderator, Legal Editor

AI Will Transform Philanthropy, Too

AI Will Transform Philanthropy, Too

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10 Steps to Consider When Forming a Planned Giving Advisory Council

10 Steps to Consider When Forming a Planned Giving Advisory Council

byImaan Moughal, Associate

How to Engage the Next Generation of Donors

How to Engage the Next Generation of Donors

byAnna Sulkin Stern - Moderator, Legal Editor

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Three Strategies to Empower The Next Generation To Lead

Three Strategies to Empower The Next Generation To Lead

What Clients Can Learn from Warren Buffett’s Estate Plan

Estate Planning

What Clients Can Learn from Warren Buffett’s Estate Plan

What Clients Can Learn from Warren Buffett’s Estate Plan

byAnna Sulkin Stern - Moderator, Legal Editor

Estate Planning

Allocating Retirement Assets to Philanthropy

Allocating Retirement Assets to Philanthropy

byMark B. Rubin

Hands

Demystifying Private Foundation Distributions

Demystifying Private Foundation Distributions

byChristopher J. Clarkson, Senior Vice President & Director - Wealth Strategies Group

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Three Drivers Leading Advisors to Provide Charitable Services

Three Drivers Leading Advisors to Provide Charitable Services

bySandra G Swirski, Joseph Fisher

Jaylen Brown Boston Celtics

Celtics’ Jaylen Brown Aims to Revive Black Wall Street in Boston

Celtics’ Jaylen Brown Aims to Revive Black Wall Street in Boston

byRandall Williams

Daffy Adam Nash DAFs

Daffy Launches Custom Portfolios

Daffy Launches Custom Portfolios

byDavid H. Lenok, Senior Editor

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Estate Planning

Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning

Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning

byDavid H. Lenok, Senior Editor

Estate Planning

Tax Reform, Wealth And Charitable Giving: What’s on the Horizon

Tax Reform, Wealth And Charitable Giving: What’s on the Horizon

bySara Barba, Sandra G Swirski

Apollo Global Leon Black

Leon Black Oversees $1B Wealth Shift For Apollo Fortune

Leon Black Oversees $1B Wealth Shift For Apollo Fortune

Estate Planning

New Revenue Procedure Provides Guidance for Tax-Exempt Organizations

New Revenue Procedure Provides Guidance for Tax-Exempt Organizations

byDavid A. Handler, Alison E. Lothes

Four Ways to Add Strategic Value for Young HNW Entrepreneurs

Four Ways to Add Strategic Value for Young HNW Entrepreneurs

byPaulina Mejia, Michael S. Arlein

Wealthstack Podcast PhilanthPro Nick Palahnuk

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

byShannon Rosic - Moderator, Director of WealthStack Content and Solutions

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AssetMark Announces Strategic Collaboration with TIFIN Give

AssetMark Announces Strategic Collaboration with TIFIN Give

byDavid H. Lenok, Senior Editor

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Crypto Is Now Part of the Charitable Conversation

Crypto Is Now Part of the Charitable Conversation

byRandy A. Fox, Founder